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Trust Funding and Asset Allocation $149.00



Copyright: October 2010
Product ID#: 55103DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Trust Funding and Asset Allocation, held October 2010.

Program Description

Ensure financial sustainability of the trusts you create – get a crash course in related funding and allocation tactics. Instruction by experienced faculty will take you through the initial and ongoing decision-making regarding assets allocation and prudent investor rules to help you stay compliant and successful. Order today!


Course Content
  1. Basic Funding Considerations
  2. Asset Allocation Strategies

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK10/07/2012
CLE 1.50AZ10/07/2012
CLE 1.50CA10/07/2012
CLE 2.00CO10/07/2012
CLE 1.50CT10/07/2012
CLE 1.50HI10/07/2012
CLE 1.50ID10/07/2012
CLE 1.50IL10/06/2012
CLE 1.50ME10/07/2012
CLE 1.80MO10/07/2012
CLE 1.50MP10/07/2012
CLE 1.50ND10/07/2012
CLE 1.50NH10/07/2012
CLE 1.80NJ10/07/2012
CLE 1.50NM10/07/2012
CLE 1.50NV10/07/2012
CLE 1.50NY*10/07/2012
CLE 1.50OK10/07/2012
CLE 1.50RI10/07/2012
CLE 1.80VI10/07/2012
CLE 1.50VT10/07/2012
CLE 1.50WA10/07/2012
CLE 1.80WV10/07/2012
CLE 1.50WY10/07/2013

* 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
Accounting
Banking & Finance
Estate Planning & Probate
Legal
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