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Audio CD + Course Book (CD-ROM)
Top Mistakes and Dangers in Gifting $209.00



Copyright: December 2011
Product ID#: 58435CDRA

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From Event: Top Mistakes and Dangers in Gifting, held December 2011.

Program Description

This dynamic course offers a practical introduction to pitfalls of gifting, including gift tax planning principles and procedures, jeopardizing Medicaid benefits and handling inaccurate beneficiary designations. Whether you're just beginning your estate planning practice or are an experienced attorney, you'll find value in this fundamental legal course that will steer you clear of common mistakes made in this tricky area of estate planning. Gain invaluable strategies to help you properly protect your client to the best of your ability. Order today!


Course Content
  1. Misunderstanding Which Gift Subject to Reporting vs. Payment of Gift Tax
  2. Failure to Gift High Net Worth Taxpayers in 2011 and 2012
  3. Jeopardizing Medicaid Benefits
  4. Inaccurate Beneficiary Designations

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK12/14/2013
CLE 1.50AZ12/14/2013
CLE 1.50CA12/14/2013
CLE 2.00CO12/14/2013
CLE 1.50CTPending
CLE 2.00FL06/14/2013
CLE 1.50GA12/14/2012
CLE 1.50HI12/14/2013
CLE 1.50ID12/14/2013
CLE 1.50IL12/13/2013
CLE 1.50KY06/30/2012
CLE 1.50ME12/14/2013
CLE 1.80MO12/14/2013
CLE 1.50MP12/14/2013
CLE 1.50MT12/14/2013
CLE 1.50NC12/31/2012
CLE 1.50ND12/14/2013
CLE 1.50NH12/14/2013
CLE 1.80NJ12/14/2013
CLE 1.50NM12/14/2013
CLE 1.50NV12/14/2013
CLE 1.50NY*12/14/2013
CLE 2.00OK12/14/2013
CLE 1.50OR11/03/2012
CLE 1.50PA12/14/2012
CLE 1.50TX*11/30/2012
CLE 1.80VI12/14/2013
CLE 1.50VT12/14/2013
CLE 1.50WA12/14/2013
CLE 1.80WV12/14/2013
CLE 1.50WY12/14/2014

* denotes specialty credits

Additional Format Options


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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Accounting
Estate Planning & Probate
Legal
Tax
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