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Audio CD + Course Book (Hardcopy)
Top Estate Planning Techniques $239.00



Copyright: November 2011
Product ID#: 57531CM

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From Event: Top Estate Planning Techniques, held November 2011.

Program Description

Walk through the basics of estate planning and beyond with old and new techniques that practitioners have voted to be the most effective in their practice. Find out what makes these estate planning tools “superstars” and gain practical tips for maximizing their uses. Order today!


Course Content
  1. Advance Medical Directives
  2. Annual Exclusion Gifting
  3. Charitable Giving
  4. Tax and Estate Planning for Pension and IRA Assets
  5. Special Needs Trusts
  6. Grantor Trusts
  7. Wills
  8. Irrevocable Life Insurance Trusts
  9. Business Entities

  

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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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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