Sophisticated Tax and Estate Planning Pt.2 (2016)

NAELA Summit 2016
Expanding on the discussions in Part 1, works through the drafting of the appropriate documents and provisions at an advanced level needed to effectuate the plan. Learn to analyze specific language designed to add flexibility while balancing the competing tax, retirement, care, asset protection and distribution goals, exploring where document language must be altered to work with your client's particular circumstances. Presented by Mark D. Munson, CELA
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