Estate Planning for Advisors: Foundational Concepts and Best Practices
Earn 1 hour of CFP® CE credit in this advisor-focused introduction to estate planning
Speakers
Erica Ellis, JD
Product Counsel, Vanilla
Register
Speakers
Erica Ellis, JD
Product Counsel, Vanilla
Tune in for this estate planning 101 course with Vanilla’s expert team. We’ll cover all the basics an advisor needs to know about estate planning, from core documents to common types of trusts. Plus, we’ll take a look at the soft skills an advisor needs to hone to start having these important conversations with clients.
Whether you’re exploring the idea of adding estate planning to your firm’s offering or just need a refresher on the basics, this CE-eligible course will offer a valuable overview of estate planning topics geared toward advisors.
Topics will include:
- Intro to estate planning, core documents, trusts, and taxes
- Business succession planning considerations
- Tips for client discovery and engagement
- Best practices for ongoing monitoring and review
Erica Ellis, JD, is Associate General Counsel, Estate and Tax Product at Vanilla. Previously, she worked as an Advanced Estate Planner at Hargrove Firm LLP, an Attorney at Jolley Law Group, LLC, and a Real Estate and Estate Planning Attorney at Mikkelson Law Firm.