Advanced Estate Planning: Craft More Effective and Sophisticated Plans for Your Clients

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National Business Institute

With this "how-to" guide, skip beyond the basics of estate planning to focus on the advanced aspects of your clients' legacy building. This presentation will cover tax considerations, business tax implications and other tax related issues for estate planning during this National Business Institute seminar. Meredith and other speakers will teach participants how to utilize sophisticated tools in practice and will provide practical tips for getting more out of standard estate planning instruments. Find out how to minimize taxes and costs while maximizing accuracy, asset protection and flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs.

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