Seminar II
Integrated Estate Planning: The Advanced Course

5-CD Audio Set+ Seminar Workbook

The Advanced Course in the Integrated Estate Planning Seminar Series, focuses on more sophisticated estate-planning techniques, such as Dynasty trusts, Grantor Trusts and Variations (including GRATS), Advanced Planning with Charitable Remainder Trusts, Limited Family Partnerships and Family Business Succession Planning.

This program (5-CD Audio Recording) in the Integrated Estate Planning Series is approved for 6.5 MCLE Credit Hours including 1.5 Credit Hours of Legal Ethics. We are CalBar Approved Provider No. 13751. You can earn all your California State Bar required MCLE hours by completing the entire Estate Planning Series. Each seminar recording has been edited and formatted for easy listening and learning. Listen to your 5-CD Audio Seminar Recording (s) on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This set of audio recordings provides a strong foundation to both expand and enhance the practice of estate planning.

Contact our office if you would like to request a more detailed outline of the course content.

Note: Estate Planning, Probate and Trusts involve complex areas of law. Individual circumstances must be considered before any advice can be given. The general information above is not to be construed as legal advice, which can only be given after consideration of the unique facts of each matter. Please seek the advice or counsel of your attorney, financial advisor or CPA, as it may be appropriate.