CLE on Estate Planning Basics

The National Business Institute is sponsoring a 90-minute national teleconference on December 20 entitled Estate Planning Basics. The program information is below:

Do you have the skills to ensure your clients are well taken care of in case of incapacity? Can you minimize their tax liability through carefully planned asset transfers? Gain the knowledge you need to help your clients through their estate planning needs with this fundamental program. Be prepared to effectively represent your clients. Enroll today!

• Gain a fundamental understanding of basic principles in drafting wills and trusts to effectively document your client’s wishes.
• Learn what impact gift and estate taxes will have on beneficiaries and how your plan can address how these taxes are handled.
• Help your client plan for incapacity by understanding how to proactively address common legal and financial issues that can arise when health deteriorates.