Law Office of James A. Soressi Specializing in Estate Planning, Estate Administration, Business Planning and Executive Benefit Planning
HOME PAGE BACKGROUND & EXPERIENCE AREAS OF PRACTICE EDUCATIONAL MATERIALS CONTACT INFORMATION TRAINING PROGRAMS TRAINING TOPICS	Training Topics The advanced markets areas cover a vast number of topics. Although the below list appears comprehensive, it is by no means all inclusive. Click on each subject to see more detail. Consideration may also be given for classes on recent cases and legislation, general tax updates and other "hot" topics of the day while other programs may be custom designed to meet your and your agents' needs. 1:   Working with Business Owners (2 hours) 2:   Understanding Business Entities (2 hours) 3:   Business Succession Planning Basics (2 hours) 4:   Business Succession Planning Advanced Concepts (2 hours) 5:   Estate Planning (3 hours) 6:   Advanced Estate Planning (4 hours) 7:   Non-Qualified Executive Benefits (4 hours) 8:   Life Insurance Taxation & Planning Concepts (2 hours)