Untitled Document
Contact Us    800.930.6182              Login to My Account | Access My Courses 

Continuing Legal Education for Professionals
 

You Are Here: HOME
 
Audio CD + Course Book (CD-ROM)
Beneficiary Designations: A Hidden Trap $209.00



Copyright: March 2012
Product ID#: 59362CDRA

Order Now!

Product Order & Shipment FAQ
 
From Event: Beneficiary Designations: A Hidden Trap, held March 2012.

Program Description

Key assets, insurance, retirement and annuities pass via beneficiary designation. Despite methodical estate planning, many families will un-intentionally disinherit loved ones or have an un-necessary probate often triggered due to failure to integrate and coordinate the beneficiary designations. Reveal the hidden traps and learn how to avoid them through proper planning. This course will address how to properly title a beneficiary designation and coordinate it with a will or trust based estate plan. Order today!


Course Content
  • Key Assets
  • Creditor Rights to the Assets
  • Expenses and Taxes
  • Unintentional Disinheritance and Unnecessary Probate
  • Integrate and Coordinate the Beneficiary Designations
  • Completing a Beneficiary Designation
  • Coordinate Your Will and/or Trust Based Estate Plan with Your Beneficiary Designations

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK03/27/2014
CLE 1.50AZ03/27/2014
CLE 1.50CA03/27/2014
CLE 2.00CO03/27/2014
CLE 1.50CT03/27/2014
CLE 2.00FL*09/27/2013
CLE 1.50GA03/27/2013
CLE 1.50HI03/27/2014
CLE 1.50ID03/27/2014
CLE 1.50IL03/26/2014
CLE 1.50KYPending
CLE 1.50ME03/27/2014
CLE 1.80MO03/27/2014
CLE 1.50MP03/27/2014
CLE 1.50MT03/27/2014
CLE 1.50NC12/31/2012
CLE 1.50ND03/27/2014
CLE 1.50NH03/27/2014
CLE 1.80NJ03/27/2014
CLE 1.50NM03/27/2014
CLE 1.50NV03/27/2014
CLE 1.50NY*03/27/2014
CLE 2.00OK03/27/2014
CLE 1.50ORPending
CLE 1.50PA03/27/2013
CLE 1.50TX02/28/2013
CLE 1.50UT12/31/2012
CLE 1.50VA10/31/2012
CLE 1.80VI03/27/2014
CLE 1.50VT03/27/2014
CLE 1.50WA03/27/2014
CLE 1.80WV03/27/2014
CLE 1.50WY03/27/2015

* denotes specialty credits

Additional Format Options


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
Legal
Paralegal Knowledge
More Like This
Revocable Living Trusts in a Nutshell
February 27, 2012 - 2:00 pm Eastern
Protecting Assets While Qualifying for Medicaid
March 29, 2012 - 2:00 pm Eastern
Estate Planning for Farmers
March 30, 2012 - 2:00 pm Eastern
 
 
© 2012 · National Business Institute  · All Rights Reserved