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Audio CD + Course Book (CD-ROM)
Attorney's Guide to Values-Based Estate Planning $209.00



Copyright: December 2011
Product ID#: 58429CDRA

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From Event: Attorney's Guide to Values-Based Estate Planning, held December 2011.

Program Description
Are you prepared for the challenges each new client will bring into your estate planning practice? From the initial interview through the final draft of the plan, ensure your clients' financial interests are protected and their legacy is passed on to the intended beneficiaries. Our experienced faculty will walk you through the process and point out the hidden traps along the way. Build a solid foundation for your estate planning practice – Order today!

Course Content
  1. Legacy Planning through Incentives
  2. Common Wishes Testators Want Implemented
  3. Trust Tools to Implement Value-Based Planning
  4. Helping Your Clients Avoid Well-Intentioned Mistakes
  5. Choosing the Right Trustee: Trust Officer Powers, Duties, and Discretion
  6. Safeguarding Against Unscrupulous and Ineffective Trustees

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK12/05/2013
CLE 1.50AZ12/05/2013
CLE 1.50CA12/05/2013
CLE 2.00CO12/05/2013
CLE 1.50CT12/05/2013
CLE 2.00FL06/05/2013
CLE 1.50GA12/05/2012
CLE 1.50HI12/05/2013
CLE 1.50ID12/05/2013
CLE 1.50IL12/04/2013
CLE 1.50KY06/30/2012
CLE 1.50ME12/05/2013
CLE 1.80MO12/05/2013
CLE 1.50MP12/05/2013
CLE 1.50MT12/05/2013
CLE 1.50NC12/31/2012
CLE 1.50ND12/05/2013
CLE 1.50NH12/05/2013
CLE 1.80NJ12/05/2013
CLE 1.50NM12/05/2013
CLE 1.50NV12/05/2013
CLE 1.50NY*12/05/2013
CLE 2.00OK12/05/2013
CLE 1.50OR12/05/2013
CLE 1.50PA12/05/2012
CLE 1.80VI12/05/2013
CLE 1.50VT12/05/2013
CLE 1.50WA12/05/2013
CLE 1.80WV12/05/2013
CLE 1.50WY12/05/2014

* denotes specialty credits

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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

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