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McGee Law Firm

Your Resource for Estate Planning, Elder Law and Medicaid / VA Planning

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Professional Resources

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’s 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 arena. Some of the topics we present on 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

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We highly recommend to all clients who have to complete the process of trust administration. If you have items that you would not like to keep then  DFW Estate Liquidators will help you get rid of it. Click on their logo for more information. 

 
For more information on our educational programs, check our seminar schedule to see if one is already scheduled or contact us directly. We look forward to meeting you soon.

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TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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Brian C.

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