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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Visualized Estate PlanningCOURSE ID: VISX
DESCRIPTION

Explaining estate planning concepts to clients is often difficult. This course is designed to teach the practitioner how to explain estate planning concepts (basic and complex) to their clients using visual and graphic techniques.

DESIGNED FOR: CPAs, financial planners, attorneys, insurance agents, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To teach the professional how to explain estate planning concepts (basic and complex) to clients using visual and graphic techniques.
HIGHLIGHTS:

* Patterns of estate planning * How to graphically explain a client’s estate plan * Marital deduction/credit shelter trusts * Split interest trusts explanation * Charitable trusts explanation * Business continuance agreement explanation

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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