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Course Book (Hardcopy)
Administering the Estate on the Cusp of Exemption $99.00



Copyright: December 2010
Product ID#: 53412MO

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From Event: Administering the Estate on the Cusp of Exemption, held December 2010.

Program Description

Clear-cut school-book probate cases do happen but most estates are administered on the brink of the federal estate tax exemption. Do you know how to make certain the estate falls on the right side of the new tax limit? This focused course will walk you through the estate administration process and offer tips and techniques for preserving, transferring and allocating assets to minimize taxable estate. When every stray dollar may jeopardize the estate's tax exemption, make sure you have all the legal tools at your disposal – order today!


Course Content
  1. General Administration Procedure and Timeline Update
  2. Marshalling, Valuing and Disposing of Assets and Debts
  3. Trust Administration and Termination Tips for Borderline Estates
  4. Taxation Challenges When Each Dollar Counts
  5. Post-Mortem Planning and Transfers for Borderline Estates
  6. Ethics
  7. Closing the Borderline Estate
  8. Second Death Estate Administration Tactics and Exemption Portability Update

Continuing Education Credits:   

Continuing Legal Education - CLE: 7.20  MO -  Credit Approval Expiration 12/03/2012

* denotes specialty credits



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

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