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Continuing Legal Education for Professionals
 

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Audio CD + Course Book (Hardcopy)
Drafting Basic Estate Planning Documents $229.00



Copyright: December 2010
Product ID#: 54396CM

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From Event: Drafting Basic Estate Planning Documents, held December 2010.

Program Description

Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom – our experienced attorney faculty share their time-tested methods of discovering the clients' needs and goals and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice – order today!


Course Content
  1. Client Screening and Intake
  2. Key Elements of Effective Wills
  3. Trusts as Alternatives to Wills
  4. Basic Tax Concerns
  5. Ethics
  6. Planning for Unmarried and Remarried Couples

  

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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P.O. Box 3067
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Related Topics
Accounting
Estate Planning & Probate
Family Law
Legal
Tax
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