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Advanced Estate Planning

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National Business Institute
July 18, 2013

For more information on this event, including registration, click here.  

Estate planning practice is changing, and the tools you may have used successfully for years may no longer be as effective as they once were. Are you confident in your ability to adapt to the latest tax regulations and judicial rulemaking? This practical guide will give you the skills you need to draft and troubleshoot even the most complex trusts, and ensure that all elements of a client’s estate work well together. Get two full days of advanced estate planning training and sample documents from experienced attorney faculty.

Location:

Holiday Inn Cherry Hill
2175 Marlton Pike
Cherry Hill, NJ 08002

Who Should Attend:
This advanced-level seminar is designed for attorneys. It will also benefit estate and financial planners, trust officers, accounting and tax professionals, and paralegals.

Course Content
DAY 1

DAY 2

Continuing Education Credit

Credit Hrs State
CLE 14.40 -  NJ*
CLE 14.00 -  NY*
CLE 12.00 -  PA*

Financial Planners – Financial Planners: 14.00

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants: 14.00 *

Professional Achievement in Continuing Education – PACE: 14.00 *

* denotes specialty credits

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