Estate Planning from A to Z

Christine Pronek and Joseph Parmegiani will be presenting “Basic Tax Planning and Updates” at the National Business Institute’s Estate Planning Procedure and Strategy Seminar – Estate Planning from A – Z – Tuesday, February 4th.

This basic level two-day seminar is designed for attorneys, estate and financial planners, trust officers, paralegals, accountants and tax professionals.

Register today to learn more from our industry practice leaders.

Course Content:
Day 1

1. Client Screening and Intake
2. Key Elements of Effective Wills
3. Basic Tax Planning and Updates
4. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
5. Planning for Unmarried and Remarried Couples
6. Business Succession Planning

Day 2

7. Trusts 101
8. Grantor Trusts
9. Who is the Fiduciary?
10. Revocable Living Trusts
11. Trusts Used for Tax Reduction – Drafting Tips and Samples
12. Ethical Considerations