Wealth Advisors Education Center
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Welcome to the Sellers Johnson Law Wealth Advisors' Education Center
We regularly host educational webinars for our Wealth Advisor colleagues on advanced legal, tax, and estate planning topics.
Recent webinar topics include:
- Retirement Planning and Self-Directed IRAs
- Working with your Clients' Stock Purchase Agreements
- Taxation of Estates and Trusts
- Irrevocable Trusts such as Irrevocable Life Insurance Trusts (ILITs) and Qualified Personal Residence Trusts (QPRTs)
- Charitable Trusts such as Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs)
- Estate-Freezing Trusts such as Grantor Retained Annuity Trusts (GRATs), Grantor Retained Income Trusts (GRITs), and Intentionally Defective Grantor Trusts (IDGTs)
- Business Succession Planning and Buy-Sell Agreements
- Life Expectancy and Health Care Planning
- Income-Shifting with Trusts and Partnerships
- Asset Protection strategies
If you are unable to attend one of our live webinar events, you may request an Encore Presentation in our offices or in your offices.
Visit our Events & Seminars page for details and upcoming events.