Steve Diamond, partner at the law firm of Stenger, Diamond & Glass, LLP (SDG), provided expert guidance in an on-demand video course available through the National Business Institute called “Trusts From Start to Finish.” The course is a primer for attorneys, wealth advisors and banking institutions and anyone who is looking to improve their understanding of trusts in order to better serve their current client base.
Steve Diamond is a speaker on the topic of setting up trusts along with Tennessee-based, R. Lance Pruitt, Senior Vice President, Family Wealth Director at Venable Pruitt & Sexton at Morgan Stanley. Diamond, a lawyer for over 38 years, practices in the areas of wills and estates, including asset protection elder law and Medicaid protection, business formation and transactions, commercial and residential real estate buying and selling, lending and secured transactions.
“I am dedicated to being a resource to my peers and associates in my field of expertise as it relates to asset protection and trusts,” said partner, Steve Diamond. “This on-demand video course provides a broader reach to other lawyers and wealth advisors online and gives me great satisfaction knowing that I am providing access to this valuable information to those who need it in our community but also to those who need it that might be outside of our community,“ continued Diamond.
“Trusts From Start to Finish” is presented by the National Business Institute and tuition fees are $389. During the six-hour course, you will learn what to do when selecting and drafting a trust to avoid common mistakes, how to choose the most beneficial vehicle for preserving a client’s wealth, and the purpose behind the various types of trusts. You’ll also learn how to determine whether a client qualifies as a beneficiary of a special needs trust, and how to save money on taxes through the effective use of trusts.
After taking this course you’ll be able to provide your clients with a full spectrum of trust options. Sign up for the on-demand video online at National Business Institute’s website nbi-sems.com. use discount code ‘FPDN50’ for $50 off the 6-hour webinar!
About Stenger, Diamond & Glass, LLP
Stenger, Diamond & Glass, LLP (SDG) is a local Hudson-Valley-based, multifaceted law firm specializing in family law, wills, estates, elder law, criminal law, liquor license, residential and commercial real estate, business law, banking and secured lending, litigation, municipal law, property tax assessments, special needs planning and personal injury law. SDG’s capable team are ready to serve you at any one of their three locations in Wappingers Falls, Poughkeepsie and Kingston. Call the main office at (845) 298-2000 to make an appointment or visit them online at sdglaw.com.
About National Business Institute
National Business Institute (NBI) is a Wisconsin-based organization established in 1983 that is dedicated to providing practical, skill-based CLE seminars and online CLE courses. NBI believes that enhancing professional knowledge through continuing education empowers their customers to better serve the community. Each year, NBI holds thousands of programs. From state-specific live online seminars to OnDemand streaming videos, NBI offers the full gamut of training formats to best serve your needs, allowing you to fulfill your continuing legal education requirements on your time, in the format you prefer. NBI has one of the largest and most diverse catalogs of legal courses, taught by experienced practitioners from your area with state-specific content and resources. NBI serves professionals in the legal industry as well as business, banking, insurance, accounting, human resources, real estate, education, and government. NBI works with more than 500 credit-granting organizations to ensure our attendees get the credit they need. For more information on NBI, visit nbi-sems.com or call (800) 930-6182.