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Audio CD + Course Book (CD-ROM)
Estate Planning for Vacation Homes $209.00



Copyright: February 2012
Product ID#: 58798CDRA

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From Event: Estate Planning for Vacation Homes, held February 2012.

Program Description

Vacation home estate planning is no longer just for the wealthiest of your clients. Summer homes and hunting cabins often hold more sentimental value for family members than their primary residences. It's been their source of rest and relaxation for many years, and now they're expecting that you can help them keep the vacation home in the family for many more generations. How do you treat realty that doesn't fall under the qualified personal residence tax break? Take your estate planning practice to another level with our knowledgeable faculty's practical advice and useful forms – order today!


Course Content
  1. Initial Client Consultations - Identifying Issues
  2. Planning Options
  3. Designing the Plan
  4. Implementation and Maintenance of the Plan

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK02/07/2014
CLE 1.50AZ02/07/2014
CLE 1.50CA02/07/2014
CLE 2.00CO02/07/2014
CLE 1.50CT02/07/2014
CLE 2.00FL*08/07/2013
CLE 1.50GA02/07/2013
CLE 1.50HI02/07/2014
CLE 1.50ID02/07/2014
CLE 1.50IL02/06/2014
CLE 1.50KS02/07/2013
CLE 1.50KY06/30/2012
CLE 1.50ME02/07/2014
CLE 1.80MO02/07/2014
CLE 1.50MP02/07/2014
CLE 1.50MT02/07/2014
CLE 1.50NC12/31/2013
CLE 1.50ND02/07/2014
CLE 1.50NH02/07/2014
CLE 1.80NJ02/07/2014
CLE 1.50NM02/07/2014
CLE 1.50NV02/07/2014
CLE 1.50NY*02/07/2014
CLE 2.00OK02/07/2014
CLE 1.50OR02/07/2014
CLE 1.50PA02/07/2013
CLE 1.50TX01/31/2013
CLE 1.50UT12/31/2012
CLE 1.50VA10/31/2012
CLE 1.80VI02/07/2014
CLE 1.50VT02/07/2014
CLE 1.80WV02/07/2014
CLE 1.50WY02/07/2015

* denotes specialty credits

Additional Format Options


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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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