NaviPlan Extended Training & Support
Elective module:
ILITs, CRTs, FLPs & Bequests
Objectives
• Create and analyze an irrevocable life insurance trust
• Create and analyze a charitable remainder trust
• Create and analyze a family limited partnership
• Use the general and asset bequest features
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 16 minutes |
 Hands on exercises |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
