Estate Planning for Complex Estates

$159.00

This seminar will focus on the unique issues of complex estates, with an emphasis on practical solutions to structuring, income tax, and transfer tax planning. The seminar will also emphasize useful techniques for advanced planning. Participants will receive instruction on tried-and-true tactics that they can use in their practices.

Presented by: Brent W. Nelson

CLE: 1.5 General credits

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.