As a financial professional, having insights into estate planning strategies can help you better serve your clients and help you stay above your competition. To be successful in the increasingly competitive world of financial services, it is worth your time to invest in education that not only helps you and your practice, but also greatly benefits those you help.
At The McNair Law Group, PLLC, our dedicated League City estate planning attorney can inform and guide you as to the estate planning implications of financial vehicles, such as IRAs and other accounts. Keeping up to date on the law will not only fulfill professional continuing education requirements, but help you provide smarter, more comprehensive service to your clients.
Partnering with the American Academy of Estate Planning Attorneys
As a partner with the American Academy of Estate Planning Attorneys, McNair Law Group, PLLC has developed workshops devoted to increasing your knowledge as a professional. We focus on both basic and advanced legal strategies to keep you license current and utilize your services more effectively to deliver a better product to your clients.
In short, Joy McNair wants to put the power of the law in your hands, giving your business a competitive edge in your market.
What You Learn
In these educational seminars, The McNair Law Group, PLLC teaches you all of the following and more:
- Estate planning techniques
- Planning for special needs individuals using a trust
- Planning as it relates to IRA accounts
- Succession planning for businesses and farms
- Settlement and estate administration
- Information regarding the Tax Reform Act of 2001
- Total return trusts
- 529 plans
For more information on how our networking and educational workshops can benefit your business, contact The McNair Law Group, PLLC. Let our firm help you build your practice.