Advanced Estate Planning Conundrums: What Would You Do?
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today!
- Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions.
- Include digital assets and cryptocurrency into your estate planning documents.
- Discover cutting-edge tax tools for middle-class clients.
- Get insights into planning for difficult clients and complex family dynamics.
- Build a more robust client base with tips from the pros.
- Build flexibility into your high-net-worth estate plans.
This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
Advanced Estate Planning Conundrums: What Would You Do?
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today!
- Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions.
- Include digital assets and cryptocurrency into your estate planning documents.
- Discover cutting-edge tax tools for middle-class clients.
- Get insights into planning for difficult clients and complex family dynamics.
- Build a more robust client base with tips from the pros.
- Build flexibility into your high-net-worth estate plans.
This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
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Shipping & Returns
Shipping & Returns
Description
Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today!
- Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions.
- Include digital assets and cryptocurrency into your estate planning documents.
- Discover cutting-edge tax tools for middle-class clients.
- Get insights into planning for difficult clients and complex family dynamics.
- Build a more robust client base with tips from the pros.
- Build flexibility into your high-net-worth estate plans.
This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.
