Estate planners plan a fundamental role in helping individuals make informed long-term financial decisions. An important part of this involves ensuring their wishes are respected and developing strategies to lessen their tax burden. As a result, effective estate planning requires a thorough understanding of a wide range of laws and regulations. These regulations change frequently and may be different at the state and national levels. For this reason alone, ongoing training is essential.
Lorman Education Services' online training for estate planners balances convenience with in-depth insights. Our programming can be attended by professionals anywhere in the world using only a computer or mobile device. Thanks to the strength of our faculty and the diversity of our catalog, we can ensure you take away useful skills that help you do your job better.
Live and OnDemand Training Options
Get an up-to-date perspective on the issues that matter to your career with our live programs. We host dozens of live training events every month, many of which cover topics related to estate and taxation law. You can browse our calendar by following the links on this page. New programming is scheduled all the time, so check back often or sign up for our mailing list to make sure you never miss an event.
If you can't make time in your schedule for live training or wish to supplement our seminars with a more in-depth look at certain issues, we also host an archive of more than 12,000 OnDemand courses. These include both previously recorded programs as well as MP3 audiobooks, slideshow presentations and more. Search our catalog and download or stream content at your convenience. Programming which may be of interest to estate planners includes:
- “Creative Estate Planning for Clients Under $10 Million (Not Subject to Federal Estate Tax)”
- “Medicaid Eligibility and Estate Recovery: Estate Planning Techniques”
- “Estate Planning: Anticipating and Preparing for Estate Litigation”
Invest in Your Career With Ongoing Training
Training is an opportunity to advance your career and enhance the quality of service you offer your clients. While many of our courses qualify for credits that will help you meet your continuing legal education (CLE) requirements, all are packed with valuable content for estate planners at any stage of their professional life.
Training For Estate Planners Courses
Training For Estate Planners Resources
Use our programming to:
- Maintain a current understanding of the laws and regulations that affect your practice
- Explore new technologies and trends that can streamline your workflow and reduce risk for your clients
- Position yourself to capitalize on new opportunities and gain new clients
The best way to get started is to sign up for a course today. Our online estate planner training programs start at just $99 each. We also offer an All-Access Pass for $699. Pass holders receive a full 12 months of unlimited training, plus several exclusive perks. To learn more, contact our customer response team by phone, email or our online chat system.