Exhibitors
American Academy of Estate Planning Attorneys
The Academy is a national educational organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services.
Address
9444 Balboa Ave, Suite 300San Diego, CA
92123
United States
Website
http://www.aaepa.comContact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
104965Approved Delivery Method:
- Group Live
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Trusts are used more and more frequently today. But, what is a trustee’s discretion to distribute assets? It depends on the language in the trust. Learn about trustee’s discretion and what different l ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Learn the different types of designations and their advantages and disadvantages. You will discover how distributions occur, ways they are distributed, and when to distribute. You'll also review the p ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- CA
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Basic Estate Planning for Financial Advisors (12-Part)
14-Jan-2020 American Academy of Estate Planning AttorneysField of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
This 12-Part course is an intoroduction to estate and legacy planning, transfer of decedent's property, transfers using the probate system and RLTs, introduction to Wills in the probate system, the st ...Program Level:
IntermediateDelivery Method:
- Group Live
Location:
- NY
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