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Estate Planning Update Seminar | Cleveland, OH | September 21, 2012
Estate Planning Update Seminar

Map Location:
Check out the map to get directions to the seminar location.

Location & Date:

Cleveland, Ohio - September 21 2012 - 8:30 AM
Lunch Time: 12:00 PM
End Time: 4:30 PM

Doubletree Hotel
1111 Lakeside Ave
Cleveland, OH
216/241-5100

Program Summary:

It is essential to understand the fundamentals from which new developments emerge. This estate planning law and practice seminar will provide you with practical, step-by-step approaches to building your practice using the tools of wills, trusts, tax planning, and insurance. Regardless of your current level of expertise, you will benefit from our faculty’s insights and strategies. A comprehensive review of the ethical issues faced by estate planning attorneys is also included. Whether you want to sharpen your estate planning skills or refresh your estate planning fundamentals, you will benefit from this seminar.

 

 



Program Highlights:
  • How to safeguard assets with trusts
  • Living wills
  • Understand drafting wills and trusts
  • Estate planning strategies and techniques
  • Defining the "Estates"
  • Ethical Issues Specific to Estate Planning
  • Wealth transfers
  • Life insurance as an estate-planning tool
  • Tax planning
  Who Should Attend:
  • Attorneys - Wills and Probate
  • Financial Planners and Counselors
  • Trust and Estate Planners
  • Attorneys - Finance
  • Insurance Professionals
  • Accountants
  • CPAs and CFPs
  • Attorneys - General Practice
  • Trust Officers
  • Registered Investment Advisors
  • Chartered Life Underwriters
  • Attorneys - Estate Planning
  • Attorneys - Insurance
  • Attorneys - Taxation
  • Attorneys - Trusts and Estates
  • Attorneys - Asset Protection
  • Attorneys - Wealth Management
  • Paralegals