The 7 Greatest Estate Planning Techniques, NY CLE 8.0, CPE 8.0
August 1, 2008 Albany , NY
Presented by Lorman Education Services
Single Attendee: $339.00
Use discount code D9921650 for 10% off when registering online or when registering by telephone at (866) 352-9539. Seminar ID 377840
Who Should Attend?
This seminar is designed for attorneys, accountants, CPAs, business owners and managers, presidents, vice presidents, financial and estate planners, insurance professionals, bankers and trust officers.
Benefits
Master the intricacies of estate planning today and help your clients plan for tomorrow.
From traditional wills to family limited partnerships, estate planning is a complex process, but a must for everyone, regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by giving them suitable options that incorporate tax-reducing strategies. Inefficient estate planning can be disastrous for your clients. Give them peace of mind and security – learn the most successful estate planning techniques at this value-added seminar.
Benefits for You
• Efficiently plan to avoid mishaps in estate administration
• Structure and effectively use a revocable trust to your client’s advantage
• Learn tax advantaged techniques for transferring assets to future generations
• Incorporate charitable planning techniques, including charitable trusts
• Find out what you need to know about Medicaid planning
Continuing Education Units
Bankers 7.75 including CTFA (PFI) 7.75
CBC 1.0
CFP 8.0
Enrolled Agents 8.0
CPE 8.0 including Specialized Knowledge and Applications 8
NASD
PACE 8.0 including REBC 8; RHU 8; ChFC 8; CLF 8; CLU 8
NY CLE 8.0 including Areas of Professional Practice 7; Ethics and Professionalism 1
NY INS 8.0 including Life Consultants 8; Life/Accident and Health Agents 8; Life/Accident and Health Brokers 8
CBC Certification