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CLE on the New Estate Tax Rules

CLE Financial Advisor Magazine is sponsoring a complimentary 45-minute webinar entitled Planning for a Disappearing Estate Tax Break on Tuesday, January 5. Deborah L. Jacobs, author of Estate Planning Smarts, will cover:

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      • Untangling the new rules
      • Rethinking old tools
      • Pitfalls and opportunities
      • Real life applications
      • Promoting the adviser’s value added

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