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



Copyright: September 2010
Product ID#: 53503CM

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From Event: Top Estate Planning Techniques, held September 2010.

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 estate planning tools “superstars” and gain practical tips for maximizing their uses. Order today!


Course Content
  1. Client Screening and Intake
  2. Advance Medical Directives
  3. Wills
  4. Irrevocable Life Insurance Trusts
  5. Qualified Personal Residence Trusts
  6. Special Needs Trusts
  7. Grantor Trusts
  8. Planning for Unmarried and Remarried Couples

  

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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