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Attorney Nicole Anderson of Anderson Law Group sets herself apart with Wealth Counsel’s continuing education

            Being involved in the best professional affiliations and continuing my education is of utmost importance for me.  While I am involved in many organizations, here is a brief look into my affiliation with Wealth Counsel and my current continuing education efforts this month to make me a great attorney.

            For over the past two years, I have been a member of WealthCounsel, LLC – a nationwide collaboration of trusts and estates attorneys and other legal, tax and business professionals.  I joined WealthCounsel in order to offer my clients the most up-to-date estate planning strategies.  I believe that through collaborative efforts with my colleagues, I am able to deliver the most technically up-to-date and peer-reviewed documents, advice and counsel for my clients.

            This week I am spending my time in Atlanta with Wealth Counsel increasing my technical knowledge so I can better assist my clients.   Here I am spending my valuable time on comprehensive training for attorneys in drafting Asset Protection Trusts and related documents for clients with asset protection planning objectives and needs. Additionally, I am receiving training on irrevocable life insurance trusts (“ILIT”), intentionally-defective” irrevocable trusts and the significance of qualifying transfers to irrevocable trusts as gifts of present interest and the significance of “Crummey Gift” methods.

            Continuing education is critical to continued excellent service to my clients.  Not only do I annually attend Wealth Counsel continuing education courses nationally, but I am also working on my masters in taxation from Chapman University School of Law.  Call me at 949.715.4303 or email me at info@andersonlawgroupinc.com to talk about the technical details of these advanced planning tools.  Also, please visit www. andersonlawgroupinc.com for more information on Anderson Law Group, Inc.

 

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