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Marital Planning and Portability | Basis Adjustment Planning | Trustee and Beneficiary Powers that Won't Create a Tax Disaster (Video)

This online video program was originally presented on April 25, 2018, as part of the program, "Planning Techniques for Large Estates 2018".

Speakers: Ms. Willms and Mr. Davis, Mr. Akers

Topics include:

This course is divided into segments. You will receive prompts periodically throughout the program that will advance you to the next segment. After clicking on a prompt, you can leave the course at any time and return later to continue the course at the beginning of the segment.

Total CLE: 60 minute hour - 4.5 | 50 minute hour - 5.4
Ethics: 60 minute hour - 0 | 50 minute hour - 0

More Information: Marital Planning and Portability | Basis Adjustment Planning | Trustee and Beneficiary Powers that Won't Create a Tax DisasterCourse Brochure Preview Preview Add to Cart Register for Course  $399.00

This online video course has been approved for MCLE credit

To review MCLE information please click here.


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