Explore Customizable Programs for Organizations

The Concepts and Analyses of Trust & Estate Planning Audio Series provides a 6.5-hour comprehensive overview of trust and estate planning. Led by Daniel A. Smith, this course enhances financial and legal professionals' knowledge and skills, empowering them to better serve clients and advance their careers. It covers property law, tax law, estate tax and GSTT, types of accounts and trusts, economics, and investment instruments.

If your organization seeks corporate trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

This course explores the intersection of digital assets, life decisions, and legal considerations, providing professionals with the knowledge to navigate the complexities of managing digital assets in estate planning and wealth management.

Learn how to craft your unique value proposition and refine your personal branding message. Distinguish your services, articulate your value, and deliver impactful messages to attract and retain clients.

Arms financial professionals with strategies to guide family businesses through generational transitions, addressing unique dynamics, governance, valuation, and estate planning challenges.

Provides expert guidance on regulatory compliance, risk management, and operational efficiency for financial institutions. Services include examination support, training, due diligence, and specialized consultations to enhance fiduciary business performance.

Covers trust-specific investment strategies, accounting, taxation, and management for financial professionals. Led by expert Daniel A. Smith, it offers practical insights and CE credits across multiple certifications.

Equips advisors with essential knowledge to discuss and integrate trust solutions in wealth management. It covers planning tools, client objectives, trust instruments, and practical applications through case studies and peer discussions.