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Profiles Professional Training & Support

Elective module:
Estate Planning


Objectives

• Define estate assumptions
• Enter gifting during life
• Model wills and revocable living trusts
• Model credit shelter trusts
• Model irrevocable life insurance trusts

Self Study Options Cost Time
Acrobat View Video Clip FREE 25 minutes
Flash Download Self-study Guide FREE Self-paced
 
Instructor Led Options Cost Time
Flash Register for a Live, Web-based session $50 USD 90 minutes
Flash Register for Classroom training Contact us 1-2 days