CLE on Planning for Blended Families

The National Business Institute is sponsoring a 90 minute national teleconference on August 19, 2010 entitled Estate Planning for Blended Families. The program description is below:

Gain the skills necessary for addressing the specific planning needs of blended families.

Blended families are becoming more “rule” than exception. Do you have the skills to help the growing number of re-married spouses plan for their future? This insightful program will arm you with the knowledge and a set of techniques that will allow you to customize your practice to fit this growing client base. Enroll today!

• Yours, mine, and ours: effectively dealing with insurance planning and retirement plans.
• Take the proper steps to ensure your client’s biological children are not accidentally disinherited.
• Overcome tax apportionment and other hurdles that are characteristic of estate planning for blended families.
• Learn to anticipate and minimize potential complications stemming from significant age and/or wealth differences between spouses.