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Audio CD + Course Book (Hardcopy)
Drafting and Administering Special Needs Trusts $229.00



Copyright: November 2010
Product ID#: 54649CM

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From Event: Drafting and Administering Special Needs Trusts, held November 2010.

Program Description

Delve into comprehensive instruction on the requirements, mechanics and pitfalls of financial planning with supplemental needs trusts. Arm yourself with an arsenal of tools to ensure the very special needs of ALL your clients are met to the fullest. Order today!


Course Content
  1. What are Special Needs Trusts? – the Truths and Falsehoods
  2. Help your Client Choose the Right Option – Types of Special Needs Trusts
  3. Ethical Considerations
  4. Drafting a Solid Supplemental Needs Trust – Sample Trust Review and Analysis
  5. Practical Aspects of Trust Funding, Administration and Termination

Continuing Education Credits:   

Continuing Legal Education - CLE: 6.00  IL -  Credit Approval Expiration 11/12/2012

* denotes specialty credits



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

Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
Legal
Paralegal Knowledge
Personal Injury
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