Estate Planning From Start to Finish

National Business Institute
Training overview
Professional Course
6 hours
From 389 USD

Start dates
389 USD
Inquire for more information

Course description

Estate Planning From Start to Finish

Working with clients from the initial interview through the final draft of the plan, you need to ensure the clients' financial interests are protected and their final wishes are carried out precisely and efficiently. Join our faculty as they help you solidify your estate planning practice skills. Register today!

  • Apply the basic principles of drafting wills and trusts to effectively document your client's bequests.
  • Advise your clients on the various types of ownership and property transfers available.
  • Stay up to date on the common trust structures and recognize the pros and cons of each.
  • Understand how taxes will impact your clients' beneficiaries and how your plan can minimize the burden.

Training content

  • Purpose and Practice of Estate Planning
  • Types of Ownership and Property Transfer
  • Gifts and Other Inter-Vivos Transfers
  • Tax Planning for Trusts and Estates
  • Common Trust Structures: When and How They're Used, and Their Tax Consequences
  • Other Estate Planning Tools and Documents
  • Legal Ethics in Estate Planning

Why choose NBI?

More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Estate Planning From Start to Finish.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

National Business Institute

1218 McCann Dr
54720 Altoona WI

 Show phone number

Contact provider

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

Training reviews

No reviews available

Need help with your search? offers a free consultancy service to help compare training for you and your team

Request a free quote

Request a free training quote