CLE on Reviewing Existing Estate Plans

The National Business Institute is sponsoring a 90-minute teleconference entitled Reviewing and Repairing Clients’ Existing Estate Plans on April 20, 2011. The program description is below:

Learn to spot red flags in clients’ existing estate plans, fix past mistakes and bring them in line with the latest regulatory changes. Register today!

• Bring your practice up to date on the latest laws and tax regulations.
• Get tips for fixing mass-produced and DIY wills and trusts.
• Walk through the key steps of reviewing an existing plan for outdated tools and data.
• Advise clients on the best course of action in cases of changed family dynamics.