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Beneficiary Designations: A Hidden Trap $149.00



Copyright: September 2010
Product ID#: 54547DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Beneficiary Designations: A Hidden Trap, held September 2010.

Program Description

Designating beneficiaries for assets such as life insurance policies and retirement accounts is a foolproof plan for passing wealth on to loved ones, right? In theory, yes, but practically speaking, designating beneficiaries can quickly become overlooked and a major problem within the estate plan. This practical legal course reveals the hidden traps associated with designating beneficiaries and how they can be overcome with proper planning - 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:   

California MCLE Paralegal - California MCLE Paralegal:  CA -  Credit Approval Expiration 09/14/2012

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK09/14/2012
CLE 1.50AZ09/14/2012
CLE 1.50CA09/14/2012
CLE 1.50CO09/14/2012
CLE 1.50CTPending
CLE 1.50HI09/14/2012
CLE 1.50ID09/14/2012
CLE 1.50IL09/14/2012
CLE 1.50ME09/14/2012
CLE 1.80MO09/14/2012
CLE 1.50MP09/14/2012
CLE 1.50MT09/14/2012
CLE 1.50ND09/14/2012
CLE 1.50NH09/14/2012
CLE 1.80NJ09/14/2012
CLE 1.50NM09/14/2012
CLE 1.50NV09/14/2012
CLE 1.50NY*09/14/2012
CLE 2.00OK09/14/2012
CLE 1.50RI09/14/2012
CLE 1.80VI09/14/2012
CLE 1.50VT09/14/2012
CLE 1.50WA09/14/2012
CLE 1.80WV09/14/2012
CLE 1.50WY09/14/2013

* 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
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