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On-Demand Audio
Reviewing and Repairing Clients' Existing Estate Plans $149.00



Copyright: April 2011
Product ID#: 56049SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Reviewing and Repairing Clients' Existing Estate Plans, held April 2011.

Program Description

Learn to spot red flags in clients' existing estate plans, fix past mistakes and bring them in line with the latest regulatory changes. Order today!


Course Content
  • What to Recommend to Your New and Existing Clients in Light of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
  • Red Flags to Look Out For
  • Trust Mills, Wills-in-a-Box and Other Awful Ideas
  • Reflecting Changes in the Client's Financial Situation
  • Accounting for Changed Long Term Care Needs, and a Changing Long Term Care Marketplace
  • Updating the Beneficiary Designations Based on New Family Dynamics
  • Procedural Steps to Keep in Mind

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK04/20/2013
CLE 1.50AZ04/20/2013
CLE 1.50CA04/20/2013
CLE 2.00CO04/20/2013
CLE 1.50CT04/20/2013
CLE 1.50HI04/20/2013
CLE 1.50ID04/20/2013
CLE 1.50IL04/19/2013
CLE 1.50ME04/20/2013
CLE 1.80MO04/20/2013
CLE 1.50MP04/20/2013
CLE 1.50MS04/20/2013
CLE 1.50MT04/20/2013
CLE 1.50NC12/31/2012
CLE 1.50ND04/20/2013
CLE 1.50NH04/20/2013
CLE 1.80NJ04/20/2013
CLE 1.50NM04/20/2013
CLE 1.50NV04/20/2013
CLE 1.50NY*04/20/2013
CLE 2.00OK04/20/2013
CLE 1.50RI04/20/2013
CLE 1.80VI04/20/2013
CLE 1.50VT04/20/2013
CLE 1.50WI12/31/2012
CLE 1.80WV04/20/2013
CLE 1.50WY04/20/2014

* 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

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