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Audio CD + Course Book (Hardcopy)
Top 10 Estate Planning Techniques $219.00



Copyright: October 2011
Product ID#: 57398CM

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From Event: Top 10 Estate Planning Techniques, held October 2011.

Program Description

Walk through the basics of estate planning and beyond with old and new techniques that practitioners have voted to be the most effective in their practice. Find out what makes these 10 estate planning tools “superstars” and gain practical tips for maximizing their uses. Order today!


Course Content
  1. Advance Medical Directives
  2. Wills
  3. Annual Exclusion Gifting
  4. Charitable Giving
  5. Tax and Estate Planning for Pension and IRA Assets
  6. Irrevocable Life Insurance Trusts
  7. Qualified Personal Residence Trusts
  8. Supplemental Needs Trusts
  9. Business Entities
  10. Grantor Trusts

  

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.


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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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