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Meet the Special Needs of Your Elderly Clients $149.00



Copyright: June 2010
Product ID#: 53034DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Meet the Special Needs of Your Elderly Clients, held June 2010.

Program Description

Your elderly clients depend on you to help them ease their tax burdens, preserve their assets and safeguard their futures. Keeping up with critical developments in elder law and supplying real-world solutions to the unique problems seniors face can be difficult. Build your knowledge on common legal and financial issues facing elderly clients as they plan for their future so you can provide your clients with up to the minute advice. Order today!


Course Content
  1. Compare and Contrast Trusts
  2. Commonly Used Approaches to Managing and Protecting Assets
  3. How is Estate Planning Affected by Incompetency?
  4. Guidelines for Gifts and Joint Accounts
  5. Trusts Used as a Will Substitute: An Appropriate Choice?
  6. Probate Estate vs. Funded Trust: Advantages and Disadvantages

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK06/16/2012
CLE 1.50AZ06/16/2012
CLE 1.50CA06/16/2012
CLE 2.00CO06/16/2012
CLE 1.50CT06/16/2012
CLE 1.50HI06/16/2012
CLE 1.50ID06/16/2012
CLE 1.50IL06/16/2012
CLE 1.50ME06/16/2012
CLE 1.80MO06/16/2012
CLE 1.50MP06/16/2012
CLE 1.50MT06/16/2012
CLE 1.50ND06/16/2012
CLE 1.50NH06/16/2012
CLE 1.50NJ06/16/2012
CLE 1.50NM06/16/2012
CLE 1.50NV06/16/2012
CLE 1.50NY*06/16/2012
CLE 2.00OK06/16/2012
CLE 1.50RI06/16/2012
CLE 1.80VI06/16/2012
CLE 1.50VT06/16/2012
CLE 1.50WA06/16/2012
CLE 1.80WV06/16/2012
CLE 1.50WY06/16/2013

* 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
Estate Planning & Probate
Legal
Tax
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