Examine each step of the estate planning process. This program shows you how to discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. You will learn how to draft an appropriate estate plan to suit your client’s needs From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product, creating an appropriate estate plan is filled with many intricacies. Attend this seminar to sort through the complexities involved in the process to create the best plan for your client.
Regular Cost: $279
New Attorney Cost: $140