Join attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), for a dynamic and visually engaging presentation covering essential estate planning topics:
Estate Planning 101: Learn the core components of a basic estate plan, including wills, powers of attorney (POAs), HIPAA releases, advance directives, and the differences between living and testamentary trusts. We’ll explore the value trusts can add compared to wills and other key documents.
Expanding Your Practice with Estate Planning: Discover actionable ways to integrate estate planning into your advisory practice. We’ll discuss practical tools and resources you can start using, with sample handouts and a client estate document summary.
Advanced Estate Planning Essentials: Get introduced to advanced estate tax strategies, organized in a clear hierarchy of tools and techniques. Visual flowcharts will guide you through complex structures, including revocable living trusts (RLT), charitable remainder trusts (CRT), charitable lead trusts (CLT), grantor retained annuity trusts (GRAT), grantor trusts, irrevocable life insurance trusts (ILIT), and spousal lifetime access trusts (SLAT).
