Examine each step of the estate planning process
Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution.
Draft an appropriate estate plan to suit your client’s needs
From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product, creating an appropriate estate plan is filled with many intricacies. Attend this seminar to sort through the complexities involved in the process to create the best plan for your client.
Avoid hidden pitfalls
Failing to consider income tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust are just a few of the common pitfalls that can cause the best laid plans to go awry. Don’t let your clients fall into these traps. This program will examine familiar estate planning blunders and help you to spot them before trouble arises.
Course Planners: Alison T. Smith, Esq., Anthony C. Weiss, Esq.
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
March 08, 2016 9:00 AM Eastern
7 hours, 30 minutes
Substantive Credits: 5.00
Ethics Credits: 1.00
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