Receive a comprehensive overview of advanced estate planning concepts
From a discussion of the current laws, to document drafting, generation skipping, use of trusts, portability, wealth transfer strategies, planning for spouses and making lifetime gifts—you will receive a comprehensive overview of more advanced estate planning concepts.
Examine the needs of non-traditional couples
Non-traditional couples may require creative estate planning techniques to protect their assets and address their unique situations—this seminar devotes time to discussing the special needs of these individuals.
Discover the many other factors that impact an estate plan
From charitable giving to federal income taxation to business succession planning, you will discover the many components that may have an impact on your client’s estate plan.
Course Planners: Alison T. Smith, Esq., Anthony Weiss, JD, CPA, LL.M.
Course Book (2013-7933) — $69
Audio CD (ACD-7933) — $39
Audio CD & Book Set (ACDS-7933) — $99
To order course materials, please call PBI`s Customer Service Department at 1-800-247-4724.
If you are ordering course materials separately, please allow two weeks after the program for the shipment of books and 4 to 6 weeks for shipment of the CDs and book/CD sets. Include $8.00 shipping and handling & 6% Pa. Sales tax on all orders.
6 Total CLE credits, 1 of which may be applied toward Ethics
Dates & Locations
Please note: Check-in begins 30 minutes prior to every event.
Domestic Relations Center
16975 Route 6, Smethport