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Financial Planning > Trusts and Estates > Estate Planning

Getting Estate Planning Help

By James J. Green

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The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients’ estate plans. Trusts, tax, and estates lawyer John Scroggin makes the following suggestions on how advisors can stay up to speed:

o Find and join a local estate planning council; get started by using the convenient search tool on the National Association of Estate Planning Councils at NAEPC.org

o Join or create an estate planning study group

o Build a relationship with a bank trust department that allows advisors to remain involved (you can find such departments using the Association of Independent Trust Companies’ site at AITCO.net, or view Investment Advisor’s listing of trust companies that welcome advisors found under the Directories tab at InvestmentAdvisor.com)

o Contact members of your

State bar association’s estate and probate section

State CPA society’s estate section

o Find top local estate attorneys at: Martindale.com; SuperLawyers.com; NAEPC.org

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