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.
Course ID: VISX
Visualized Estate Planning
- To teach the professional how to explain estate planning concepts (basic and complex) to clients using visual and graphic techniques.
- 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
DESIGNED FORCPAs, financial planners, attorneys, insurance agents, bankers
FIELD OF STUDY
- Specialized Knowledge & Application