Estate Planning From Start to Finish
National Business Institute
Course description
Estate Planning From Start to Finish
Working with clients from the initial interview through the final draft of the plan, you need to ensure the clients' financial interests are protected and their final wishes are carried out precisely and efficiently. Join our faculty as they help you solidify your estate planning practice skills. Register today!
- Apply the basic principles of drafting wills and trusts to effectively document your client's bequests.
- Advise your clients on the various types of ownership and property transfers available.
- Stay up to date on the common trust structures and recognize the pros and cons of each.
- Understand how taxes will impact your clients' beneficiaries and how your plan can minimize the burden.
Training content
- Purpose and Practice of Estate Planning
- Types of Ownership and Property Transfer
- Gifts and Other Inter-Vivos Transfers
- Tax Planning for Trusts and Estates
- Common Trust Structures: When and How They're Used, and Their Tax Consequences
- Other Estate Planning Tools and Documents
- Legal Ethics in Estate Planning
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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