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CLE on Estate Planning from A to Z

By Gerry W. Beyer

CLEThe National Business Institute is holding conference entitled, Estate Planning from A to Z, on Tuesday, June 26, 2018, at the Sheraton Wilmington South Hotel in New Castle, Delaware. Provided below is a description of the event:

Program Description

A Detailed Overview of the Estate Planning Procedure and Strategy

Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize taxable estate for each of your clients? This comprehensive course will become your ultimate guide to estate planning. You will receive tips, sample forms and answers to your most pressing questions to help you excel. Get the latest knowledge on effective will and trust planning techniques – register today!

  • Stave off conflicts of interest with a clear determination of who your client is from the start.
  • Get practical will and trust drafting skills to speed up the process and give the testator’s last wishes power.
  • Minimize the taxable estate with effective tax planning techniques.
  • Explore the functions and mechanics of major trust structures – and make certain you choose the right tool for each job.
  • Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
  • Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Estate and Financial Planners
  • Trust Officers
  • Paralegals
  • Accountants

Course Content

  1. Client Screening and Intake
  2. Key Elements of Effective Wills
  3. Basic Tax Planning
  4. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  5. Trusts 101
  6. Planning for Unmarried and Remarried Couples
  7. Ethical Considerations

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  DE*
CLE 7.20 –  NJ*
CLE 6.00 –  PA*

Financial Planners – Financial Planners: 7.00

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

* denotes specialty credits

Posted in:
Conferences & CLE, Death Event Planning, Estate Planning - Generally, Estate Tax, Gift Tax, Guardianship, Trusts and Wills