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On-Demand Audio
Estate Planning Tools for Retirement Plans $149.00



Copyright: August 2011
Product ID#: 57680SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Estate Planning Tools for Retirement Plans, held August 2011.

Program Description

Do you have the latest information on the ever-shifting IRS regulations and tax laws governing retirement planning? Can you offer your clients the best strategies for protecting their assets from liability and financial storms? Find out how to minimize the tax impact, family dynamics, and environmental risks in protection and transfer of employer and individual retirement accounts. Order today!


Course Content
  1. Introduction
  2. Retirement Accounts Present Unique Problems
  3. Distribution Rules during Life and after Death
  4. Trusts as Beneficiaries
  5. Nontax Issues
  6. Conclusion

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK08/18/2013
CLE 1.50AZ08/18/2013
CLE 1.50CA08/18/2013
CLE 2.00CO08/18/2013
CLE 1.50CT08/18/2013
CLE 1.50DE08/18/2012
CLE 2.00FL*02/18/2013
CLE 1.50GA08/18/2012
CLE 1.50HI08/18/2013
CLE 1.50ID08/18/2013
CLE 1.50IL08/17/2013
CLE 1.50KY06/30/2012
CLE 1.50LA08/17/2012
CLE 1.50ME08/18/2013
CLE 1.80MO08/18/2013
CLE 1.50MP08/18/2013
CLE 1.50MS08/18/2013
CLE 1.50MT08/18/2013
CLE 1.50ND08/18/2013
CLE 1.50NE08/18/2012
CLE 1.50NH08/18/2013
CLE 1.80NJ08/18/2013
CLE 1.50NM08/18/2013
CLE 1.50NV08/18/2013
CLE 1.50NY*08/18/2013
CLE 2.00OK08/18/2013
CLE 1.50OR06/15/2012
CLE 1.50PA08/18/2012
CLE 1.50RI08/18/2013
CLE 1.50TN08/17/2012
CLE 1.50TX07/31/2012
CLE 1.80VI08/18/2013
CLE 1.50VT08/18/2013
CLE 1.50WI12/31/2012
CLE 1.80WV08/18/2013
CLE 1.50WY08/18/2014

* 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
Accounting
Estate Planning & Probate
Legal
Tax
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