A person’s estate planning documents are not enough on their own to ensure that a client’s wishes are followed upon death. This course will review the importance of beneficiary destinations, tax considerations of naming a trust or individual as beneficiary, qualified trusts, etc. We will also review how disclaimers can be used to correct some problems and gain tax advantages.
This course is approved for one (1) hour of continuing education credit for Certified Financial Planners, Certified Public Accountants, and insurance professionals. To RSVP click the link, call our office at 303-407-1542, or email us at email@example.com