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This document provides details about the 13th Annual Advanced Estate Planning Strategies Course, including schedule, topics, speakers, registration information, and accommodations.
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01
Visit the official website for the 13th Annual Advanced Estate Planning Strategies Course.
02
Locate the registration section of the website.
03
Fill out the online form with your personal details such as name, contact information, and professional background.
04
Select your preferred payment method and complete the payment process.
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Review your submission for accuracy and submit the registration form.
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Prepare for the course by reviewing any pre-course materials provided.

Who needs 13th Annual Advanced Estate Planning Strategies Course?

01
Estate planning attorneys looking to enhance their skills.
02
Financial advisors seeking to offer comprehensive estate planning services.
03
Accountants who want to gain knowledge in the estate planning field.
04
Trust officers looking to understand advanced strategies.
05
Individuals who are involved in estate planning for high net-worth clients.
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People Also Ask about

Certified Estate Planner (CEP) Candidates must have a valid current license in either the financial, legal or tax profession or receive permission for enrollment based on some other relevant professional interest.
Creating an estate plan may seem like a daunting task but getting started isn't hard. Creating a will, health care directive, powers of attorney and guardianship designations is a good way to begin your plan.
Requirements include three years of estate planning and trust experience and one of these credentials: An undergraduate or graduate AAFM-approved degree in accounting, finance, financial services, tax, or law; or an MBA, MS, PhD, JD, or CPA from an accredited school or organization.
One of the biggest advantages of attending an estate planning seminar is the chance to learn from experts. These professionals break down complicated legal terms and provide insights on topics such as wills, trusts, probate, and tax implications.

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The 13th Annual Advanced Estate Planning Strategies Course is an educational program designed to provide professionals with advanced knowledge and strategies in estate planning, including tax implications and legal considerations.
Participants who are professionals in the field of estate planning, such as attorneys, financial advisors, and tax professionals, are encouraged to attend the course to enhance their skills and knowledge.
To fill out the course enrollment form, participants need to provide their personal information, professional background, and any applicable payment details as instructed on the registration page.
The purpose of the course is to equip estate planning professionals with the latest strategies, tools, and techniques to effectively manage and optimize estate plans for their clients.
Participants must report their professional qualifications, relevant experience in estate planning, and any prior education or courses completed related to estate planning.
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