I am excited to be on the faculty of the National Business Institute (NBI) in presenting a seminar next month, along with several other attorneys, entitled "Estate Planning from A to Z."
I will be speaking both days, covering Trusts 101 (including gun trusts, of course) and Basic Tax Planning.
This is NOT one of my free training events. But even with the registration fee it's a great deal--learn from many experts, plus get continuing education credits! (12 units CLE for Lawyers, 14 units CPE for CPA's)
You can register for the NBI event here.
According to the brochure, this two-day course is recommended for: Attorneys, Accountants, Estate and Financial Planners, Trust Officers, Paralegals and Tax Preparers. (I would add realtors, mortgage originators, basically anyone dealing with consumers in an area related to finance; this knowledge is power and can add value to your practice, open up new networking and marketing possibilities and give you more satisfaction knowing you are serving your clients with a more holistic, interdisciplinary, team-oriented approach.)
Here are some snapshots of the brochure:
Copyright © 2013 David R. Duringer, Prof. Corp. | Law Office
Office: 23272 Mill Creek Dr Ste 250W, Laguna Hills, CA 92653
Phone: 949-215-9995 | 888-WAY-WILL
Serving all of California, including Orange County communities of Huntington Beach, Fountain Valley, Costa Mesa, Anaheim, Orange, Yorba Linda, Tustin, Newport Beach, Balboa Island, Corona del Mar, Newport Coast, Laguna Beach, Irvine, Laguna Hills, Lake Forest, Mission Viejo, Rancho Santa Margarita (RSM), Coto de Caza, Dove Canyon, Ladera Ranch, Laguna Niguel, Dana Point, San Juan Capistrano, Capistrano Beach, San Clemente; also including San Diego County communities of Coronado, San Diego, La Jolla, Del Mar, Solana Beach, Encinitas, Carlsbad, Oceanside, Vista, San Marcos, Escondido, and Rancho Bernardo.