Get the Tax Basics Down: Rules, Forms, Procedures and Planning
Course book included with all formats
Get the Tax Basics Down: Rules, Forms, Procedures and Planning
Trusts and estates practice requires an essential understanding of tax laws and planning approaches. This practical course breaks down the main tax rules and principles driving the planning strategies and gives you a solid foundation for your practice. Register today!
Session times: 2:00PM - 4:15PM Central
Break: 3:00 - 3:15
Presenter: James McNary
Approved for up to 2.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education. No more than 30.0 hours of on-demand CLE credit may be earned during a reporting period.
JAMES T. McNARY is with McNary Law Office, P.A. He has practiced law for more than 30 years, concentrating on estate planning, probate, and trust administration. Mr. McNary is a respected voice in the legal profession, as evidenced by his frequent lectures on various topics related to estate planning. He has presented numerous times at the Minnesota CLE Probate and Trust Law Institute and his lectures have enlightened audiences on such topics as drafting under the new Minnesota Trust Code, the administration of family trusts, the selection of fiduciaries, disclaimers, and business succession planning for farm families. Mr. McNary also serves as the moderator of the Institute's Small Estates Panel and been a member of the Institute Planning Committee since 2007. He is a graduate of William Mitchell College of Law and the University of Wisconsin - River Falls.
National Business Institute
PO Box 3067
Eau Claire, WI 54702
If you aren't satisfied with a seminar or training resource, call or write to us within
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Get this course plus 12 months of unlimited CLE with an NBI OnDemand CLE Pass.
Only $999
Practical Tips and Pitfalls to Avoid
Top Uses, Current Regulation, and Trust Language Examples
Tax Planning Strategies for Sophisticated Clients
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