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Estate Planning Tools & Techniques |
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If you have estate planning clients, you must be aware that the current estate tax laws are in a state of flux and the law will change either by legislative action or expiring provisions. This course will equip you with the tools and understanding of what the rules are and what they will be in the future. You'll get a clear understanding of complex issues and learn to avoid common mistakes. You'll get checklists, practice aids and illustrations of techniques. This seminar addresses the role of trusts...lifetime giving...buy/sell agreements...estate freezes...family limited partnerships...and more. |
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