Concepts and Analyses of Trust & Estate Planning Audio Series

About This Course

The Concepts and Analyses of Trust & Estate Planning Audio Series provides a comprehensive overview of key Trust & Estate Planning rules and concepts. Expert facilitators guide listeners through core principles while clarifying ambiguities and common misperceptions. By leveraging this series, you'll grasp complex subject matter, empowering you to better serve your clients and advance your career. Whether you're seeking a technical review of trust concepts or preparing for upcoming client discussions, this audio series is an invaluable resource for building a solid foundation in Trust & Estate Planning.

Course Outline

This audio series is broken down into 6 specific areas:

• Property Law
• Tax Law
• Estate Tax and GSTT
• Types of Accounts and Trusts
• Economics and the Market
• Investment Instruments

Approximate run time: 6.5 hours

Course Instructor

Daniel A. Smith, CFP®, CWS®

As a dedicated professional, Daniel Smith believes that everyone deserves sound advice and exceptional service. With his extensive real-world experience, Daniel brings a spirited approach to his instruction, helping advisors put their knowledge into immediate, practical use to better serve their clients. His expertise lies in sales and relationship management skills, which he seamlessly integrates with the complexities of estate planning, estate taxation, charitable giving, and investment management. By doing so, Daniel empowers advisors to effectively guide wealthy clients and their families in achieving their goals.

Before joining Cannon, Daniel spent years as a client-facing advisor in the Wealth Management and Trust business. His 25 years of experience with Cannon have further enriched his knowledge, as he constantly interacts with top financial advisors and wealthy individuals across the globe, incorporating best practices into his teachings.

A sought-after speaker, Daniel frequently presents at financial services firms and conferences worldwide, covering topics such as sales, exceptional service, estate planning, taxation, and industry trends. His insights have been featured in numerous publications, including Trusts & Estates and Registered Rep magazines. As the leader of Cannon Trust School, the largest trust school in the country, Daniel continues to make a significant impact on the industry. His consulting work spans distance-based learning solutions, private family wealth consultation, and expert witness services.

Who Should Enroll and Why

The Concepts and Analyses of Trust & Estate Planning Audio Series is an invaluable resource for professionals in financial advisory and wealth management roles, as well as those supporting legal practices. This includes financial advisors, wealth managers, paralegals, legal assistants, administrative staff, and client service representatives seeking to deepen their understanding of Trust & Estate Planning. Whether you're new to the field or looking to refresh your knowledge, this audio series provides the essential concepts and analyses needed to effectively serve clients and navigate complex planning situations. By investing in this resource, you'll:

• Develop a solid foundation in Trust & Estate Planning principles.
• Clarify ambiguities and avoid common misperceptions.
• Enhance your ability to identify opportunities and mitigate risks.
• Improve your confidence when advising or supporting clients on Trust & Estate matters.
• Better collaborate with other professionals in your field.

Whether you're working directly with clients in a financial advisory or wealth management capacity, or supporting legal professionals in a law firm setting, this audio series is a valuable tool for individuals at all levels looking to provide exceptional service and advance their careers in the Trust & Estate Planning field.