Overview and Purpose of Estate Planning
The goal of this session is to familiarize participants with the client presentation in both the sales and technical aspects.
Through this program participants will understand wills and probate, gift taxation, rules of estate taxation, irrevocable life insurance trusts, trusts for minors, pooled income and charitable gift funds, generation skipping transfer tax, and many more types of trusts.
This program can be tailored to meet the needs of your team.
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