Accredited Estate Planning Classes has worked closely with many professional organizations to allow professionals to earn continuing education credits needed to fulfill their licensing requirements. Please review the below list of classes and credits currently offered.
Classes For Professionals
OUR CLASSES
Session 1 Class 1. Your Quality of Life – As professionals, we are often faced with tough decisions our clients struggle over. These are questions we should ask our clients and help them answer: How does your plan protect you and serve you? How does your estate plan serve you while you are alive? What does it cost to stay in your home "no matter what?" This session is focused on the reasons to have an estate plan and the costs of care. |
Attorney Adam L. Sherry talks about the Estate Planning 101 course and how beneficial the course is for both professionals and their clients. Adam is an attorney specializing in estate planning and probate and trust administration. Mr. Sherry earned a Bachelor of Arts degree, magna cum laude, in Comparative Politics from the University of California at San Diego, and a Juris Doctor degree from UCLA School of Law. |
Session 2
Class 3. Estate Planning Basics – When guiding our clients toward getting their estate plan done, there are compelling reasons. You will have the tools to offer guidance through the client process. How can you help your attorney create an effective estate plan? What does your attorney need to know?
Class 4. Advanced Estate Planning – This session will highlight concepts and possibilities beyond the four basic documents including "What's the plan if you don't have a plan?"
Session 3
Class 5. Charitable Giving and the Benefits – Here are ideas to share with your clients. This class goes well beyond tax deductions as we explore: How working with a charity can benefit the estate plan. We discuss many ways to maximize the benefit.
Class 6. Transferring the Wealth – Many clients just believe their children will know how to protect the inheritance received. In this class we explore: How do distributions to beneficiaries really work? How do you make sure that your retirement accounts don't end up in probate court?
Session 4
Class 7. Serving as Trustee – As a professional, you may be asked if you will serve in this high liability role. This will empower you to embrace this work or just say no. Questions we explore: Are you the Trustee of a trust? What are your duties & responsibilities? What is your Successor Trustee's job? What are your choices in terms of who may serve as your Successor?
Class 8. It's Your Life and Your Plan – What's next? Have fun reviewing all you have learned throughout this workshop series and get great tips on protecting your clients, you and your loved ones.
Class 3. Estate Planning Basics – When guiding our clients toward getting their estate plan done, there are compelling reasons. You will have the tools to offer guidance through the client process. How can you help your attorney create an effective estate plan? What does your attorney need to know?
Class 4. Advanced Estate Planning – This session will highlight concepts and possibilities beyond the four basic documents including "What's the plan if you don't have a plan?"
Session 3
Class 5. Charitable Giving and the Benefits – Here are ideas to share with your clients. This class goes well beyond tax deductions as we explore: How working with a charity can benefit the estate plan. We discuss many ways to maximize the benefit.
Class 6. Transferring the Wealth – Many clients just believe their children will know how to protect the inheritance received. In this class we explore: How do distributions to beneficiaries really work? How do you make sure that your retirement accounts don't end up in probate court?
Session 4
Class 7. Serving as Trustee – As a professional, you may be asked if you will serve in this high liability role. This will empower you to embrace this work or just say no. Questions we explore: Are you the Trustee of a trust? What are your duties & responsibilities? What is your Successor Trustee's job? What are your choices in terms of who may serve as your Successor?
Class 8. It's Your Life and Your Plan – What's next? Have fun reviewing all you have learned throughout this workshop series and get great tips on protecting your clients, you and your loved ones.
California CPE
Approved Continuing Education Course
California CPE
Credit Hours: 8 -General
Our Estate Planning 101 course qualifies for California CPE at 1 hour for each class, or 8 hours for the entire course.
We will retain your record of completion for five years from the date you successfully completed the class(es) and correctly answered the test questions with a score of 70% or better. Test questions will be offered for each hour of class credit.
Class learning objectives can be found here. Once you have passed the test(s), you will be sent a certificate of completion.
California CPE
Credit Hours: 8 -General
Our Estate Planning 101 course qualifies for California CPE at 1 hour for each class, or 8 hours for the entire course.
We will retain your record of completion for five years from the date you successfully completed the class(es) and correctly answered the test questions with a score of 70% or better. Test questions will be offered for each hour of class credit.
Class learning objectives can be found here. Once you have passed the test(s), you will be sent a certificate of completion.
The Professional Fiduciaries Bureau of California
Approved Pre-Licensing / Continuing Education Course
Professional Fiduciaries Bureau
Credit Hours: 7-General, 1-Ethics
The Professional Fiduciaries Bureau of California. Estate Planning 101 Workbook & Package - Video Set | 8 classes, along with our specifically designed workbook, ready for you to watch in the comfort of your own home!
There is a "class completion" form that should be submitted at the end of your class for class credit.
“I would recommend these classes because, seniors need to feel good about their estate plans. This course educates and creates thoughtful ideas with practical steps about estates." - Mike Lawson, CLPF, NCG
This course is valuable for both veteran and new fiduciaries since it provides detailed information that is often “assumed” in the CA State Fiduciary Certificate Programs. - Jennifer Oswald, Private Fiduciary CLPF, NCG
Professional Fiduciaries Bureau
Credit Hours: 7-General, 1-Ethics
The Professional Fiduciaries Bureau of California. Estate Planning 101 Workbook & Package - Video Set | 8 classes, along with our specifically designed workbook, ready for you to watch in the comfort of your own home!
There is a "class completion" form that should be submitted at the end of your class for class credit.
“I would recommend these classes because, seniors need to feel good about their estate plans. This course educates and creates thoughtful ideas with practical steps about estates." - Mike Lawson, CLPF, NCG
This course is valuable for both veteran and new fiduciaries since it provides detailed information that is often “assumed” in the CA State Fiduciary Certificate Programs. - Jennifer Oswald, Private Fiduciary CLPF, NCG
