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Audio CD + Course Book (CD-ROM)
Mechanics of Drafting and Executing Trusts $199.00



Copyright: March 2011
Product ID#: 55933CDRA

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From Event: Mechanics of Drafting and Executing Trusts, held March 2011.

Program Description

Your client is requesting trusts as a part of their estate and financial plans - are you confident you could give them the personalized and informed advice they need? Gain the skills and knowledge you need to ensure your clients' planning needs are met – order today!


Course Content
  1. Determining the Need or Purpose for a Trust
  2. A Modern Approach to Standard Elements and Clauses
  3. Strategies for Effective Drafting
  4. Tips for Drafting Common Trusts
  5. Executing the Trust
  6. Provisions For Changes to the Trust Instrument

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK03/17/2013
CLE 1.50AZ03/17/2013
CLE 1.50CA03/17/2013
CLE 2.00CO03/17/2013
CLE 1.50CT03/17/2013
CLE 2.00FL*09/17/2012
CLE 1.50HI03/17/2013
CLE 1.50ID03/17/2013
CLE 1.50IL03/16/2013
CLE 1.50KY06/30/2012
CLE 1.50ME03/17/2013
CLE 1.80MO03/17/2013
CLE 1.50MP03/17/2013
CLE 1.50MT03/17/2013
CLE 1.50NC12/31/2012
CLE 1.50ND03/17/2013
CLE 1.50NH03/17/2013
CLE 1.80NJ03/17/2013
CLE 1.50NM03/17/2013
CLE 1.50NV03/17/2013
CLE 1.50NY*03/17/2013
CLE 2.00OK03/17/2013
CLE 1.80VI03/17/2013
CLE 1.50VT03/17/2013
CLE 1.80WV03/17/2013
CLE 1.50WY03/17/2014

* denotes specialty credits

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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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