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Continuing Legal Education for Professionals
 

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Course Book (CD-ROM)
Key Issues in Estate Planning and Probate $99.00



Copyright: December 2010
Product ID#: 55142CDR

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From Event: Key Issues in Estate Planning and Probate, held December 2010.

Program Description

When it comes to estate planning, you need to make sure you're covering all the angles. One "unlatched gate" can let in a nasty array of problems. Your clients rely on your expertise to preserve as much of their estates as possible. How does your knowledge stack up? Take your understanding to the next level with this powerful instruction.

Go beyond the basics to take an in-depth look at federal estate and gift tax laws. Get savvy techniques for post-mortem planning. Learn strategies for planning for the incapacity of the client. Take a look at the different aspects of probate you need to be aware of and determine ways to keep a handle on federal income taxes. Be confident in the knowledge that your tax plan will be thorough and in your client's best interests.


Course Content
  1. Shifting Value and Transferring Interests -- Overview of Federal Estate and Gift Tax Laws
  2. Protecting the Passage of Wealth
  3. Keeping an Eye on Federal Income Tax Issues
  4. Estate Planning for Incapacity of the Client
  5. Selected Issues in Probate
  6. Facing Taxes After Death -- Post-Mortem Planning
  7. In Your Client's Best Interests -- Ethical Considerations

  

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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Related Topics
Accounting
Estate Planning & Probate
Legal
Tax
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