About This Course
Inefficient estate planning can be disastrous for your clients. Give them peace of mind and security – learn the most successful estate planning techniques at this value-added seminar. From traditional wills to family limited partnerships, estate planning is a complex process, but a must for everyone, regardless of income level. Learn to navigate planning methods with ease at this cutting-edge seminar. You will learn to help your clients through the sensitive but necessary steps of planning by giving them suitable options that incorporate tax-reducing strategies. This seminar will teach you to efficiently plan to avoid mishaps in estate administration, structure and effectively use trusts to your client’s advantage and use tax-advantaged techniques for transferring assets to future generations. The key essentials of business succession and charitable planning will also be discussed.