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Audio CD + Course Book (Hardcopy)
Top 10 Estate Planning Techniques $229.00



Copyright: July 2011
Product ID#: 56290CM

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From Event: Top 10 Estate Planning Techniques, held July 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 10 estate planning tools “superstars” and gain practical tips for maximizing their uses. Order today!


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

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 8.00NJ07/26/2013
CLE 6.50PA07/26/2012

* denotes specialty credits



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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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