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Microsoft Silverlight
Drafting a Will and/or Trust (8/09)
Seminar Manual
Price: $29.00
Document №:SEM041-151
Pages:126
File Size:858 KB
Publish Date:  11/12/2009
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  Item Description | Author | Course Materials
Item Description Back to top
 

  • Types of Estate Planning Documents
  • Arizona Law
  • Who is the Client
  • Engagement Letter
  • Client Interview/ Client Questionnaire
  • Community Property vs. Joint Tenancy with Right of Survivorship
  • Marital Tax Planning
  • Review of a Sample Will with Testamentary Trust Provisions
  • Funding Letter

Author Back to top
Roberta Berger, Wells Fargo Bank, N.A.

Course Materials Back to top

icon_acrobatDrafting a Will andor Trust (809) (126 Pages, 858 KB)

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