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Course Book (CD-ROM)
23rd Annual Advanced Estate Planning Techniques $99.00



Copyright: June 2011
Product ID#: 55477CDR

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From Event: 23rd Annual Advanced Estate Planning Techniques, held June 2011.

Program Description

Your client worked and saved his entire life to provide for loved ones after his passing. Now, rather than his loved ones benefiting, the government has assumed the majority of the assets. Do you know how to structure the estate to prevent this from happening? Order today and gain the knowledge necessary to help your clients structure their estates in a manner that will best carry out their wishes.


Course Content
  1. Life Time Gifting
  2. Marital Deduction and Credit Shelter Planning
  3. Ethical Estate Planning: in Your Clients' Best Interests
  4. Recent Developments in Estate Planning With Life Insurance
  5. Estate Planning for Retirement Assets
  6. Planning for People With Disabilities

Continuing Education Credits:   

Continuing Legal Education - CLE: 7.80  MO -  Credit Approval Expiration 06/30/2013

* denotes specialty credits



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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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