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Continuing Legal Education for Professionals
 

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Course Book (CD-ROM)
Advanced Estate Planning Techniques $99.00



Copyright: August 2010
Product ID#: 53266CDR

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From Event: Advanced Estate Planning Techniques, held August 2010.

Program Description

Your client worked and saved his entire life to provide for loved ones after his passing. Now, rather than his loved ones benefiting, the government has assumed the majority of the assets. Do you know how to structure the estate to prevent this from happening? Order today and gain the knowledge necessary to help your clients structure their estates in a manner that will best carry out their wishes.


Course Content
  1. Marital Deduction and Credit Shelter Planning
  2. The Irrevocable Insurance Trust
  3. Estate Planning for Retirement Assets
  4. Lifetime and Testamentary Charitable Planning
  5. Family Planning and the Chapter 14 Rules
  6. Generation Skipping Planning
  7. Ethical Estate Planning: In Your Clients' Best Interests
  8. Planning for Non-Citizens

  

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

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