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Avoiding Beneficiary Designation Traps: Advanced Tactics $149.00



Copyright: March 2011
Product ID#: 56038DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Avoiding Beneficiary Designation Traps: Advanced Tactics, held March 2011.

Program Description

The seemingly simple and foolproof beneficiary designations, if executed carelessly, can quickly become a major problem within the estate plan. Go beyond the basic knowledge: explore the hidden traps associated with designating beneficiaries and get practical tactics for preventing trouble. Order today!


Course Content
  • Key Assets, "Default" Beneficiaries and Creditor Rights
  • Unintentional Disinheritance and Unnecessary Probate
  • Completing a Beneficiary Designation
  • Planning for Expenses and Taxes
  • Coordinating Will/Trust Based Estate Plans with Beneficiary Designations

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK03/14/2013
CLE 1.50AZ03/14/2013
CLE 1.50CA03/14/2013
CLE 2.00CO03/14/2013
CLE 1.50CT03/14/2013
CLE 2.00FL*09/14/2012
CLE 1.50HI03/14/2013
CLE 1.50ID03/14/2013
CLE 1.50IL03/13/2013
CLE 1.50ME03/14/2013
CLE 1.80MO03/14/2013
CLE 1.50MP03/14/2013
CLE 1.50MT03/14/2013
CLE 1.50NC12/31/2012
CLE 1.50ND03/14/2013
CLE 1.50NH03/14/2013
CLE 1.80NJ03/14/2013
CLE 1.50NM03/14/2013
CLE 1.50NV03/14/2013
CLE 1.50NY*03/14/2013
CLE 2.00OK03/14/2013
CLE 1.50RI03/14/2013
CLE 1.80VI03/14/2013
CLE 1.50VT03/14/2013
CLE 1.50WA03/14/2013
CLE 1.50WI12/31/2012
CLE 1.80WV03/14/2013
CLE 1.50WY03/14/2014

* denotes specialty credits

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

Related Topics
Estate Planning & Probate
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