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March 12, 2014 1:00 PM EDT
May 14, 2014 9:00 AM EDT
July 16, 2014 1:00 PM EDT
September 10, 2014 9:00 AM EDT
November 12, 2014 1:00 PM EST
Estate Planning Techniques: Gifts, Trusts and Life Insurance
Length: 2 hours
State Approval Information Details:
SC-This course is approved for 2 hours CE-L&H (Intermediate level) Course # 125325
NC - This course is approved for 2 hours CE - Course#C98246
NJ - This course is approved for 2 hours CE - Course # 88892508
TX - This coures is apprived for 2 hours CE - Course #90558
OH - This course is approved in OH for 2 CE - Course #38022
The term “Estate Planning” has numerous meanings. To some it may mean having a written will. For others, it may be the formation and use of one or more Trusts. For still others, it may be implementing various techniques for the reduction or elimination of estate taxes. This two hour webcast will focus on these items and various areas that individuals can consider for their estate planning needs. In addition to specific planning techniques – that will probably require the use of a competent attorney – the proper issuance of life insurance (ownership, beneficiary, etc.) will also be discussed.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
- Estate Planning Techniques Course Materials
- FAIA_Webinar-Webcast Affidavit
- PLEASE OPEN-IMPORTANT CE INFO AND STATE REQUIRED FORMS
1 User Review
"Very good class."
— Pamela K.