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The American Estate Planning Center
Free Continuing Education Series
presents

Advanced Estate Planning
Designed and presented by nationally renowned practitioners in the field. Learn techniques that have been the foundation to building million dollar practices.

Meets requirements for 5-NJ, 3-CT & 3-NY CE Credits.
Other locations will be available soon, nationally.

OVERVIEW
The workshop will show you how to leverage advanced techniques to better advise your clients and increase your bottom line.

The 6 different types of wills your clients should consider
When to suggest the use of split-QPRTS
How to combine the use of an LLC and GRAT to create a triple discount for gift tax purposes.
Lifetime GST planning vs. use at death
Why your clients should take action, despite proposals like the repeal of the estate tax
Choice of entities: family limited partnership, limited liability company, domestic or foreign?
Pulling it all together – a case study

INSTRUCTORS & SPEAKERS

Charlie Chaplin , CPA*, MS IN TAXATION

Charlie often serves as an expert to the media and has been quoted in the Wall Street Journal, Fortune Magazine, Your Company Magazine, and Financial Planning Magazine.
During his tenure as a financial planner, his planning fees and financial product revenue placed him in the top 1% of all producers for his last 8 consecutive years. Charlie has a bachelors degree in Accounting from the University of Miami, along with a Master Degree in Taxation.
*licensed but not practicing

Jerry Rich , JD

Jerry has a diverse background of trust and estate law, financial planning, and trial law experience. In addition to running his own practice. Jerry works with planners and advisors in designing comprehensive estate plans. In addition, Jerry is effective in communicating design ideas to both clients and their advisors. Jerry received his BA and JD from Ohio State University with Cum Laude honors. He has court admissions in both New York and Connecticut.

Eric Springfield , CLU, ChFC

Eric's investment experience as the former marketing head of Harrison broker-dealer offers attendees a valuable and unique perspective on helping clients meet their objectives. He has and continues to coach planners and advisors in the areas of managing risk, generating portfolio income, growing assets, and incorporating tax advantaged strategies. He is dedicated to the process of providing solutions to the affluent, helping them accumulate assets and provide for their families. Eric holds a B.A. from the University of California.

ADMISSIONS

Reservation Only
$20.00 refundable reservation deposit. Fully refunded at end of workshop. Those who cancel within 2 weeks of workshop date or do not remain at workshop to complete CE requirements will forfeit their deposit.
Recommended for Application
This advanced level workshop is intended for experienced life insurance professionals, financial and estate planners.
Application Deadline
Reservations processed on a first come/first served basis. Seating is limited. Call 1-866-638-5464 toll free for reservations or use our >>>

Online Registration Form

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Click the button below to complete the registration process. *$20 credit card deposit required (fully refunded at the seminar)
*Cancellations within two weeks of seminar
or those not attending entire workshop, forfeit deposit

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For more information, contact:
Joe Smith, Curriculum Director
Continuing Education Program
American Estate Planning Center
999 Endless Rd.
New York, New York 10810