Course ID: VISX

Visualized Estate Planning

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.


LEARNING OBJECTIVES
  • To teach the professional how to explain estate planning concepts (basic and complex) to clients using visual and graphic techniques.

MAJOR TOPICS
  • 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 FOR
CPAs, financial planners, attorneys, insurance agents, bankers

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org