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On-Demand Audio
Drafting Basic Estate Planning Documents $249.00



Copyright: November 2010
Product ID#: 53936SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: Drafting Basic Estate Planning Documents, held November 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. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  3. Planning for Unmarried and Remarried Couples
  4. Key Elements of Effective Wills
  5. Trusts as Alternatives to Wills
  6. Basic Tax Concerns
  7. Ethics

Continuing Education Credits:   

Continuing Legal Education - CLE: 6.00  WA -  Credit Approval Expiration 11/16/2012

* denotes specialty credits



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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
Family Law
Legal
Tax
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