In this December
10, 2014, 2.5 hour presentation, Steven
G. Siegel gives a practical introduction to estate planning. This program is
geared for those attorneys who are not yet experts in this area of practice. Mr.
Siegel is a nationally-recognized tax and estate planning adviser, author and
Major topics include:
Getting Started: The Questionnaire And Interview
Elements Contained (Or To Be Considered) In Every Will
Using Trusts In Estate Planning
How Does The Federal Estate Tax System Work?
Addressing The Types Of Property Interests Likely To Be Owned By A Client
Basic Tax Issues To Consider In Developing An Estate Plan
Elementary Documents To Address With Every Client
For a more
detailed list of the topics covered in this program,
for the Table of Contents to the 56-page course book.
TABLE OF CONTENTS AND SAMPLE PAGES:
Our sister site,
offers this course book for purchase (without audio
or CLE credit). There, you can see the complete
Table of Contents and some
Sample Pages. Click here to see these:
Introduction To Estate Planning (56-Page Book). Use your back
button to return here to earn CLE credit.
SUGGESTED FORMS: Fully-editable forms prepared
by Mr. Siegel for your immediate and unlimited use relating to this topic are
available at www.NLFforms.com. Under the
“Estate Planning,” “Trusts” and “Wills” categories, you will find many helpful
Forms, including many drafted by Mr. Siegel.
BOOKS FOR LAWYERS: Over 70 useful books on important legal issues facing attorneys–
including this 56-page course book – are now available for immediate download at www.NLFforms.com.
(Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)