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Marital Deduction and Credit Shelter Planning $149.00



Copyright: June 2010
Product ID#: 53000DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Marital Deduction and Credit Shelter Planning, held June 2010.

Program Description

Are you making the best use of the marital deduction and credit shelter planning? In this engaging study, our experienced faculty will share techniques that can help you take your practice to the next level. Add new drafting and funding tips to your estate planning toolbox – order today!


Course Content
  1. Fractional and Pecuniary Amount Formulas
  2. Estate Planning and Increasing Estate Tax Exemptions
  3. The Reverse QTIP and GST Planning With the Marital Trust
  4. Total Return Concepts
  5. Funding the B Trust/Estate of Hubert
  6. Selecting the Appropriate Trustee
  7. Uses of Powers of Appointment and Disclaimers

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK06/03/2012
CLE 1.50AZ06/03/2012
CLE 1.50CA06/03/2012
CLE 2.00CO06/03/2012
CLE 1.50CT06/03/2012
CLE 1.50HI06/03/2012
CLE 1.50ID06/03/2012
CLE 1.50IL06/03/2012
CLE 1.50ME06/03/2012
CLE 1.50MP06/03/2012
CLE 1.50MT06/03/2012
CLE 1.50ND06/03/2012
CLE 1.50NH06/03/2012
CLE 1.50NM06/03/2012
CLE 1.50NV06/03/2012
CLE 1.50NY*06/03/2012
CLE 2.00OK06/03/2012
CLE 1.50RI06/03/2012
CLE 1.80VI06/03/2012
CLE 1.50VT06/03/2012
CLE 1.50WA06/03/2012
CLE 1.80WV06/03/2012
CLE 1.50WY06/03/2013

* 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
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Estate Planning & Probate
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Tax
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