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  • Who We Are
    • About Our Firm
    • Meet Our Team
  • Resources
    • Client Resources
      • Definitions
      • Docubank
      • Elder Law Resources
        • Brentwood Elder Law
        • Central Islip Elder Law
        • Commack Elder Law
        • Hauppage Elder Law
        • Smithtown Elder Law
      • Estate Planning Resources
        • Estate Planning Check Up
        • Estate and Gift Tax Figures
        • Estate Planning Techniques
        • Estate Planning Worksheet
        • FREE Estate Planning Seminars
        • Long Island Estate Planning Resources
      • New York Medicaid Resources
        • Medicaid Planning Worksheet
      • Nursing Home Resources
      • Probate Resources
        • Brentwood Probate
        • Central Islip Probate
        • Commack Probate
        • Hauppage Probate
        • Smithtown Probate
        • Suffolk County Probate Resources & Checklist
      • Presentations
      • Retirement Planning Checklist
      • Trust Administration Resources
    • Elder Law Reports
    • Frequently Asked Questions
      • Business Planning
      • Estate Planning
      • Families Without an Estate Plan
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      • Trust Administration & Probate
      • Wills and Trusts
    • Reports
  • Estate Planning
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
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Professional Resources

Home / Resources / 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.

Law Firm of Eghrari Wealth Training Law Firm – Estate Planning Attorneys in Long Island NY

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If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely. Mark S. Eghrari & Associates, PLLC is dedicated to securing your assets and setting a solid foundation in place for your future.

Download our FREE estate planning worksheet to protect those you love.

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Where We Are

Eghrari Wealth Training Law Firm
50 Karl Avenue, Suite 202
Smithtown, NY 11787
Phone: (631) 265-0599
Fax: (631) 265-0754

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Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 2:00 PM

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Office Location

Eghrari Wealth Training Law Firm
50 Karl Avenue, Suite 202
Smithtown, NY 11787
Phone: (631) 265-0599
Fax: (631) 265-0754

See Larger Map
Get Directions

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 2:00 PM

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