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On-Demand Audio
Making the Best Use of Qualified Personal Residence Trusts $149.00



Copyright: April 2011
Product ID#: 56040SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Making the Best Use of Qualified Personal Residence Trusts, held April 2011.

Program Description

This legal course will take you through the basics of one of the key elements of most estate plans: a qualified personal residence trust. Find out what makes this tool effective and gain practical tips for maximizing its use. Order today!


Course Content
  • Intended Effect (Make a Gift, Freeze Value, Shift Appreciation, Minimize Transfer Tax Value, Continued Use, etc.)
  • Who Should and Should NOT Consider Employing a QPRT
  • QPRT Limitations/Disadvantages
  • Key Definitions and Terms Used in QPRT Planning - Clarifying "Primary Residence"
  • How QPRTs Work
  • Mandatory and Permissible Provisions of a QPRT
  • QPRT Operation
  • The Effect of Changing Real Property Values on QPRTs

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK04/26/2013
CLE 1.50AZ04/26/2013
CLE 1.50CA04/26/2013
CLE 2.00CO04/26/2013
CLE 1.50CT04/26/2013
CLE 2.00FL10/26/2012
CLE 1.50HI04/26/2013
CLE 1.50ID
CLE 1.50IL04/25/2013
CLE 1.50ME04/26/2013
CLE 1.80MO04/26/2013
CLE 1.50MP04/26/2013
CLE 1.50MS04/26/2013
CLE 1.50MT04/26/2013
CLE 1.50NC12/31/2012
CLE 1.50ND04/26/2013
CLE 1.50NH04/26/2013
CLE 1.50NJ04/26/2013
CLE 1.50NM04/26/2013
CLE 1.50NV04/26/2013
CLE 1.50NY*04/26/2013
CLE 2.00OK04/26/2013
CLE 1.50RI04/26/2013
CLE 1.80VI04/26/2013
CLE 1.50VT04/26/2013
CLE 1.50WI12/31/2012
CLE 1.80WV04/26/2013
CLE 1.50WY04/26/2014

* 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
Banking & Finance
Estate Planning & Probate
Legal
Tax
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