Estate Planning Basics

Location: Ramada Northwest, 5000 Merle Hay Road, Des Moines, Iowa

Details

Ronni Begleiter, an attorney at BrownWinick, will be presenting at the Estate Planning Basics seminar on Thursday, September 20, 2007 at the Ramada Northwest, 5000 Merle Hay Road, Des Moines, Iowa. 
 
Registration: 8:30 - 9:00 a.m.
Morning Session: 9:00 - 12:00 (lunch on your own)
Afternoon Session: 1:00 - 4:30 p.m.
 
Topics include:

  • What You Need to Know About Working With the Client
  • Considerations in Planning for Incapacity
  • Wills and Trusts
  • What Are the Tax Issues to be Considered in Estate and Beneficiaries
  • Ethical Issues in Estate Planning

This basic level program is designed to give estate planning and probate attorneys a base of knowledge in estate planning. Other professionals involved in the estate planning process including trust officers, estate planners, financial planners, insurance professionals, accountants, bankers and paralegals will also benefit.
 
If interested contact:
    National Business Institute
    Phone: (800) 930-6182
    Online: www.nbi-sems.com