• Course Book

Fundamentals of Estate Planning

Available: In Stock
Price: $69.00
Item Code: 10096-BK


Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. From determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will affect the end product, creating an appropriate estate plan is filled with many intricacies. Gain an understanding of the complexities involved in the process to create the best plan for your client.

Summary of Contents

  • Key Elements of a Complete Estate Plan
  • Tax Consequences
  • Life Insurance
  • Ethical Considerations

Practice Areas
Published: 6/5/2018
Pages: 298
Size: 8.5x11