This program is an extremely cost-efficient way to become educated on the latest estate planning strategies for wealth preservation. Financial professionals who are well-versed in estate planning issues will be better equipped to compete for high net worth clients and will retain top-of-the-line awareness in the Silicon Valley market.
This program qualifies for Continuing Education credits for financial professionals (Certified Public Accountants, Insurance Agents, Certified Financial Planners, Chartered Financial Consultants, Enrolled Agents, and Chartered Life Underwriters).
Attendees will receive 12 hours of Certified Professional Education Credit (as approved by NASBA), or 12 CLU/ChFC, or 12 insurance CE hours, along with an opportunity to network with other professionals in the community.
The Continuing Education Program covers the fundamentals of estate planning and taxation. You will learn the latest in advanced estate planning strategies, including saving taxes through property transfers, value reduction and ownership changes. Advanced wealth preserving vehicles covered in the program include Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Charitable Remainder Trusts.
Our twelve-part Continuing Education program is taught over the course of four evenings:
Dates: Monday, April 18th
Wednesday, April 20th
Monday, April 25th
Wednesday, April 27th
Time: 6:00 p.m.-9:00 p.m.
Location: Law Office of Falk, Cornell & Associates, LLP
350 Cambridge Avenue, Suite 130
Palo Alto, CA 94306
Tuition: $315 if you register by April 1, 2016, $365 if you register after April 1, 2016
Call Heather at (650) 463-1550 to make a credit card payment, or you can mail in a check.
Cancellation Policy:If you cancel your reservation ten days or more in advance, you may receive a full refund or credit for the next course. After that, you may receive a full credit for the next course.)
Register: By completing this online form or by calling Heather at (650) 463-1550
In addition, you will learn the latest successful strategies and techniques to help your client create a lifelong plan that provides them with lasting peace of mind by:
About Your Speakers:
Mary Serra Falk, Esq.
- Avoiding the humiliation and expense of a conservatorship proceeding in the event of disability.
- Avoiding the expense, publicity and delays of probate.
- Retaining complete control over to whom, how, and when an estate is distributed.
- Protecting business and personal property from devastating lawsuits.
- Ensuring that life insurance investments won’t increase estate tax liability.
- Minimizing or completely eliminate costly estate taxes.
is a founder and principal in the law firm of Falk, Cornell & Associates, LLP and Serra Falk Goldman and Kimberly N. Thomas
are associate attorneys for the law firm. The attorneys are members of the Palo Alto and Silicon Valley Bar Associations and are members of the Estate Planning and Probate Trust Section of the Santa Clara and San Mateo County Bar Associations. They are widely acclaimed speakers and seminar leaders on such topics as estate planning and asset protection. Falk, Cornell & Associates, LLP is a member of the American Academy of Estate Planning
Attorneys, a nation-wide organization that fosters excellence in estate planning techniques among its members.
Mary is also co-author of the books “A Will is Not Enough in California” and “Guiding Those Left Behind in California.” Mary and Serra are Certified Legal Specialists in Estate Planning, Trust & Probate Law by the State Bar of California, Board of Legal Specialization.