This workshop will provide a foundation in estate planning that you cannot get elsewhere. The course is geared towards individuals with less than 5-years of experience in estate planning; and individuals with more than five years of experience who would benefit from an estate planning refresher.
This workshop will:
1. Provide an opportunity to hone your skills in communication, networking and building client rapport
2. Provide an opportunity to hone your basic estate planning skills, including a review of property law concepts, transfer taxes, gifting strategies and charitable trusts.