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Seminars for Financial Professionals
All of the members of the firm of Barnett · McNair · Hall, L.L.P. are available to provide seminars to financial professionals on various estate planning and corporate planning topics. The firm has a number of seminars, which have been approved by the Texas State Board of Insurance for continuing education credit for those financial professionals who hold a life insurance license. The seminars have also been approved for conitniung eduction for CPA`s and CFP`s. In addition, the firm can provide shorter, less structured programs on topics of interest. Some of the topics that can, or have been covered in the past include advanced estate planning issues, family limited partnerships, use of defective grantor trusts, charitable giving issues, buy-sell agreements, split-dollar life insurance issues, creditor protection through estate planning and a number of other relevant topics. These seminars can be scheduled by simply contacting a member of the firm.
Seminars for the Public
All of the members of the firm of Barnett · McNair · Hall, L.L.P. are available to provide seminars to the public on topics of interest in the area of estate planning. These seminars are less technical than those provided for financial professionals. The seminars cover such topics as basic estate planning and the use of various trusts, integrating retirement plans and life insurance into the estate plan through proper beneficiary designations, proper titling of assets and programs on family limited partnerships. Financial professionals who are interested in utilizing a member of the firm to provide seminars for their clients or prospects should contact the member of the firm directly.
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