CLE on Estate Planning: Document Review and Issue Spotting
The National Institute of Business is holding a webinar entitled, Estate Planning: Document Review and Issue Spotting, on Monday, December 10, 2018, at 12:00 p.m. to 3:15 p.m. Central. Provided below is a description of the event:
Program Description
Speed Up Your Drafting Process with a Practical Guide to Reviewing Estate Plans
Crafting a client’s legacy requires a keen eye for detail: every element of the estate plan must be meticulously selected, executed and coordinated with the rest of the tools. This practical legal guide will give you real-life guidance to spotting common problems and ensuring that every plan works like clockwork. Give clients (and yourself) peace of mind – register today!
- Learn what key elements to look for when reviewing wills and trusts.
- Ensure the plan truly reflects the client’s goals and accounts for family dynamics and other unique circumstances.
- Identify ALL relevant laws and ensure compliance.
- Examine auxiliary documents to make certain no detail is missed.
- Get guidance on coordinating all tools and documents into a cohesive plan.
Who Should Attend
This estate planning guide is designed for attorneys. It will also benefit trust officers, wealth managers, tax professionals, and paralegals.
Course Content
- Covering the Basics
- Ensuring Compliance with the Laws
- Reviewing the Will/Trust(s)
- Reviewing Auxiliary Documents
- Making Certain all the Planning Tools Work Well Together
- Handling Unique Client Scenarios
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 3.00 – AK
CLE 3.00 – AL
CLE 3.00 – AR
CLE 3.00 – AZ
CLE 3.00 – CA
CLE 4.00 – CO
CLE 3.00 – CT
CLE 3.00 – DE
CLE 3.50 – FL*
CLE 3.00 – GA
CLE 3.00 – HI
CLE 3.00 – IA
CLE 3.00 – ID
CLE 3.00 – IL
CLE 3.00 – IN
CLE 3.50 – KS
CLE 3.00 – KY
CLE 3.00 – LA*
CLE 3.00 – ME
CLE 3.00 – MN
CLE 3.60 – MO
CLE 3.00 – MP
CLE 3.00 – MS
CLE 3.00 – MT
CLE 3.00 – NC
CLE 3.00 – ND
CLE 3.00 – NE
CLE 3.00 – NH
CLE 3.60 – NJ
CLE 3.00 – NM
CLE 3.00 – NV
CLE 3.50 – NY*
CLE 3.00 – OH
CLE 3.50 – OK
CLE 3.00 – OR
CLE 3.00 – PA
CLE 3.50 – RI
CLE 3.00 – SC
CLE 3.00 – TN
CLE 3.00 – TX*
CLE 3.00 – UT
CLE 3.00 – VA
CLE 3.00 – VT
CLE 3.00 – WA
CLE 3.50 – WI
CLE 3.60 – WV
CLE 3.00 – WY
Continuing Professional Education for Accountants
Credit Hrs State
CPE for Accountants 3.50 – AZ
CPE for Accountants 3.50 – NY*
CPE for Accountants 3.50 – WA
CPE for Accountants 3.00 – WI