• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
logo

The Edwards Law Firm

Estate Planning For All Generations

  • phone-icon (904) 215-3550
  • phone icon (904) 672-7600
  • Schedule a Free Consultation
  • Home
  • Who We Are
    • About Our Firm
    • Attorney and Staff Profiles
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Family-Owned Businesses & Farms
    • Incapacity & Caregiver Support
    • LGBTQ Estate Planning
    • Medicaid & Elder Law Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Probate & Trust Administration
    • Wills & Trusts
  • Elder Law
    • Are You A Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Veteran’s Benefits
  • Resources
    • Docubank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Definitions
      • Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Elder Law Reports
    • Frequently Asked Questions
      • LGBTQ Estate Planning Frequently Asked Questions
      • Incapacity Planning Frequently Asked Questions
      • Frequently Asked Estate Planning Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Pre-Consultation Form
    • Special Needs Resources
    • Trust Administration
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
  • EVENTS
  • BLOG
  • Reviews
    • Review Us
  • Contact Us

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

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.

Primary Sidebar

FOLLOW US ONLINE

Footer

The Edward Law Firm

Jacksonville
3030 Hartley Road, Suite 210
Jacksonville, FL 32257
Phone: (904) 215-3550
Secondary phone: (904) 672-7600

ST. AUGUSTINE (By Appointment Only)

1750 Tree Boulevard, Suite 9
St. Augustine, FL 32084
Phone: (904) 824-1750

Map/Location

Map

Office Hours

Monday  8:30 AM – 5:00 PM

Tuesday  8:30 AM – 5:00 PM

Wednesday  8:30 AM – 5:00 PM

Thursday  8:30 AM – 5:00 PM

Friday  By Appointment Only

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

  • Privacy Policy
  • | Disclaimer
  • | Site Map
  • |
  • Powered by American Academy of Estate Planning Attorneys
© 2023 The Edwards Law Firm. All Rights Reserved.