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On-Demand Audio
Top 10 Estate Planning Techniques $249.00



Copyright: August 2010
Product ID#: 53267SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Top 10 Estate Planning Techniques, held August 2010.

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. Durable Power of Attorney
  3. Annual Exclusion Gifting
  4. Section 529 College Savings Plans
  5. Wills and Revocable Trusts
  6. Irrevocable Life Insurance Trusts
  7. Business Entities
  8. Qualified Personal Residence Trusts
  9. Supplemental Needs Trusts
  10. Charitable Giving

  

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
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Tax
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