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Continuing Legal Education for Professionals
 

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Audio CD + Course Book (Hardcopy)
Trusts 201 $229.00



Copyright: November 2011
Product ID#: 57523CM

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From Event: Trusts 201, held November 2011.

Program Description

Based on the success of our “Trusts 101” seminars and by popular demand, we're introducing this new course that takes a practical approach to trust selection, drafting and administration, combining legal and financial strategies to ensure successful preservation and transfer of wealth. Team-taught by seasoned attorney and investment adviser faculty, it walks you through the process and helps you customize the asset protection tools at your fingertips to specific client goals and circumstances. Imbue your estate planning techniques with the power to transfer assets with minimal tax burdens – order today!


Course Content
  1. Why Use Trusts?
  2. Trusts Overview
  3. Basic Investing Rules and Strategies and Trustee Fiduciary Duties
  4. Revocable Living Trusts
  5. Irrevocable Trusts
  6. Managing Assets in the Irrevocable Trust
  7. Income Tax Consequences and Trust Accounting

  

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

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