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..Professional Advisors / Continuing Education

Continuing Education

Throughout the year, Eagle & Fein offers Continuing Education Classes for Professional Colleagues.  Past topics have included:

- ESOPS in Business Continuation Planning
- Wealth Strategies Planning - How to Be a Vol. Phil
- The Family Limited Partnership
- Wills, Trusts, and Estate Planning
- Offshore Trusts: Creditor Protection for Your Clients
- Irrevocable Life Insurance Trusts
- Everything You Every Wanted to Know about Split Dollar
- How to Assist Your Clients in Saving for your Children's Education
- Nine Tactical Strategies to Reduce Income Tax for Your Clients
- Estate Planning: Coordinating Your Estate Plan with your Retirement Plan
- The Mega Insurance Case, How to Find Premium Dollars
- Business Continuation Planning: The Buy/Sell Agreement
- Irrevocable Life Insurance Trusts
- The Family Limited Partnership
- Charitable Lead Trusts

Each workshop provides practical information that brings the complex planning strategies to life.  After attending each workshop, you will receive necessary information that will enable you to begin the estate planning process with your clients.

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Indianapolis Office
8500 Keystone Crossing, Suite 555, Indianapolis, IN 46240
(317) 726-1714
New York Office
3 Park Avenue, 31st Floor, New York, NY 10016
(212) 685-8456
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