Kulas & Crawford is dedicated to seeing you succeed, whether it professionally or personally, and we’ve developed the tools and resources to help you get there. We have client, consumer, and professional resources available, so whatever you need, we’ve got you covered.
Client & Consumer Resources
Estate plans are a lot like owning a car; they work well if you keep them serviced over the years, but your older model car may need a tune up once in awhile. Likewise, tax and estate planning laws are continually updated, which changes the way people plan and update their plans. Luckily, with change, comes opportunity.
We offer a wealth of free information and free estate planning seminars in our area. Read our estate planning articles or join us for a free estate planning seminar to learn more! We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.
Today, the demands of running a successful financial services practice have never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must not only serve their existing clients and prospect for new ones, but they must keep up to date on the latest changes in the law affecting tax and estate planning, along with fulfilling state requirements for continuing education and professional ethics.
That is why our law firm and the American Academy of Estate Planning Attorneys have developed continuing education programs designed to increase financial advisors’ knowledge of basic estate planning concepts and advanced planning strategies. Not only will you learn how to use your existing estate planning services more effectively, but you’ll gain continuing education credits you need to keep your license current.
Our law office is committed to bringing you quality educational programs that will not only empower you in the advanced strategies of estate planning, but increase your edge in the increasingly competitive financial services sector. Topics covered by our presentations include:
- Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning Techniques
- Planning with IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Tax Reform Act of 2001
- Drafting and Administering Special Needs Trusts