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Visual Estate PlanningCode: 24-VISUAL
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Course description and objectives:
Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan, from the simplest to the most complex.
Presentation Method: QAS Self-Study
Category: Specialized Knowledge and Applications
CPE credit: 16 Hours
Program Level: Update
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase