Professional Education Seminars
Education Seminars for Your Firm
Most professionals, including attorneys, accountants and Certified Financial Planners, require some type of annual continuing education requirement. We offer educational seminars for your law firm or financial services practice that will both satisfy that requirement and provide practical advice that will enhance your clients’ experience and develop the skill sets of your team members.
For financial services professionals, you probably have many clients who want to learn more about estate planning or elder law from a trusted resource. We can partner with you and your firm to offer client seminars that will provide your clients with information on these universally important topics.
To learn more about cost, details, and availability –
Please note that our coaching and consultation services are not intended to provide legal advice, nor create an attorney-client relationship with any individual. You should contact an attorney if you require legal assistance.
Our areas of expertise include:
Wills & Trusts
Help your clients plan for the future by creating legal documents that dictate how their assets will be distributed after their death (Will) or managed during their lifetime (Trust).
Special Needs Planning & Elder Law
Help your clients develop a strategy to ensure the future security and well-being of a loved one with special needs and elder care, including maximizing government benefits.
Trust Administration
Learn how to manage and distribute assets held in a trust according to its terms, ensuring the proper care and financial security of beneficiaries.
Business Succession Planning
Guidance for developing a comprehensive strategy to ensure a smooth transition of ownership and management for a business to future generations or new owners.
Estate Administration, Guardianships and Conservatorships
Learn how to guide beneficiaries through the legal process of settling an estate after someone passes away, ensuring assets are distributed according to the Will and all legal requirements are met. Also learn when to obtain legal authority to care for the person (guardian) or finances (conservator) of someone who is no longer able to make decisions for themselves.
Guidance on the creation of legal forms and law office workflows. Learn more about marketing for your practice and billing.