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Audio CD + Course Book (Hardcopy)
Drafting Basic Estate Planning Documents $219.00



Copyright: September 2010
Product ID#: 53523CM

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From Event: Drafting Basic Estate Planning Documents, held September 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. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  4. Basic Tax Concerns
  5. Trusts as Alternatives to Wills
  6. Ethics

Continuing Education Credits:   

Continuing Legal Education - CLE: 7.00  OK -  Credit Approval Expiration 09/14/2012

* denotes specialty credits



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Mail: NBI
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Eau Claire, WI 54702

Related Topics
Accounting
Estate Planning & Probate
Family Law
Legal
Tax
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