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Audio CD + Course Book (Hardcopy)
Estate Planning and Recovery for Elderly Clients $199.00



Copyright: June 2010
Product ID#: 52628CM

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From Event: Estate Planning and Recovery for Elderly Clients, held June 2010.

Program Description

Your elderly clients depend on you to help them ease their tax burdens, preserve their assets and safeguard their futures. Keeping up with critical developments in elder law and supplying real-world solutions to the unique problems seniors face can be difficult. Let us help! Order today to build your knowledge on common legal and financial issues facing elderly clients as they plan for their future so you can provide your clients with up-to-the-minute advice.


Course Content
  1. Work Through Key Estate Planning Issues
  2. Plan for Your Client's Incapacity
  3. Draft Wills That Protect Clients' Interests
  4. Give Informed Advice About Long-Term Care
  5. Eliminate Confusion Surrounding Long-Term Care Insurance
  6. Examine Core Topics in Medicaid and Estate Recovery
  7. Establish Appropriate Ethical Boundaries
  8. Meet the Special Needs of Your Elderly Client

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 7.20NJ06/09/2012
CLE 7.00NY*06/09/2012

* 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

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