Northern California Estate Planning Counselors, LLP presents seminars on numerous educational topics to any group or organization. These FREE educational seminars are offered by Northern California Estate Planning Counselors, LLP to non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community. This list of topics is not all-inclusive; if you have a specific topic in mind you would like us to discuss, please let us know. Our topics include:
- Estate Planning & Living Trusts
- Estate Planning with IRAs and Retirement Accounts
- Long Term Health Care/Medi-Cal Planning
- Planning with Charitable Remainder Trusts
- Family Limited Partnerships and LLCs
- Estate Planning for Farmers and Ranchers
- Estate Planning for Family and Small Business Owners
- Business Succession Planning
- What To Do When A Loved One Dies (Probate and Trust Administration)
- Life Insurance Trusts
- Lawsuit & Asset Protection
- Estate Planning for the LGBT Community
- Keys to Estate and Financial Planning
- Continuing Education Programs for Financial Advisors (2 hours CE credit
unless noted. CE Credits available for Life Agents, CFPs, CLUs, ChFCs, CPAs
and EAs):
- Basic to Advanced Estate Planning -12 hours
- Business Succession Planning -10 hours
- Estate Planning with Living Trusts
- IRA Planning
- Life Insurance Trusts
- Total Return Trusts
- Education Planning with Section 529 Plans
- Trust Administration
- Asset Protection
- Medi-Cal Planning
Click on the below link if your group is interested in having Northern California Estate Planning Counselors, LLP conduct a workshop or be a key-note speaker. We will contact you regarding availability, date, and location.
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