{"id":11487750732,"title":"Course #545- Estate Planning - CD","handle":"course-545-estate-planning-cd","description":"\u003cp\u003e\u003cstrong\u003eSpeakers: Brandon Brooke, Michael Bennett\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 545\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e1 hour MCLE Credit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eKey Points:\u003c\/p\u003e\n\u003cp\u003e1. Basics of Estate Planning\u003c\/p\u003e\n\u003cp\u003e2. Joint Tenancy and Beneficiary Designations\u003c\/p\u003e\n\u003cp\u003e3. Wills and Powers of Attorney\u003c\/p\u003e\n\u003cp\u003e4. Trusts\u003c\/p\u003e\n\u003cp\u003e5. Tax Issues\u003c\/p\u003e\n\u003cp\u003eObjectives:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eLearn what happens after death when an estate plan is not made\u003c\/li\u003e\n\u003cli\u003eUnderstand the advantages and disadvantages of a will\u003c\/li\u003e\n\u003cli\u003eIdentify and compare the different types of trusts\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eBrandon Brooke has 15 years of experience as a financial planner and teaches estate planning seminars at William Jessup University in Rocklin, California.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eMichael Bennett is an attorney in Sacramento, California, and has served as a long time board member for the Estate Planning Councils of Sacramento and South Placer.\u003c\/em\u003e\u003c\/p\u003e","published_at":"2015-01-31T13:53:00-08:00","created_at":"2017-08-07T13:42:38-07:00","vendor":"Aaron \u0026 Aaron Inc. (dba Ulrich, Nash \u0026 Gump) CLE","type":"CD's","tags":["beginner","cds","credit-state_alabama","credit-state_alaska","credit-state_arizona","credit-state_california","credit-state_colorado","credit-state_connecticut","credit-state_delaware","credit-state_florida","credit-state_georgia","credit-state_missouri","credit-state_nevada","credit-state_new-jersey","credit-state_new-york","credit-state_pennslyvania","credit-state_texas","credit-state_vermont","general","single-course","wills-trusts-estates"],"price":5900,"price_min":5900,"price_max":5900,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":43480380556,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"538 Series Webinar","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Course #545- Estate Planning - CD","public_title":null,"options":["Default Title"],"price":5900,"weight":0,"compare_at_price":null,"inventory_quantity":1,"inventory_management":null,"inventory_policy":"deny","barcode":""}],"images":["\/\/cdn.shopify.com\/s\/files\/1\/0541\/9885\/products\/shutterstock_595254203s_800x_94e99637-7f09-4a93-8878-81dca07d3e53.jpg?v=1502138558"],"featured_image":"\/\/cdn.shopify.com\/s\/files\/1\/0541\/9885\/products\/shutterstock_595254203s_800x_94e99637-7f09-4a93-8878-81dca07d3e53.jpg?v=1502138558","options":["Title"],"content":"\u003cp\u003e\u003cstrong\u003eSpeakers: Brandon Brooke, Michael Bennett\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 545\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e1 hour MCLE Credit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eKey Points:\u003c\/p\u003e\n\u003cp\u003e1. Basics of Estate Planning\u003c\/p\u003e\n\u003cp\u003e2. Joint Tenancy and Beneficiary Designations\u003c\/p\u003e\n\u003cp\u003e3. Wills and Powers of Attorney\u003c\/p\u003e\n\u003cp\u003e4. Trusts\u003c\/p\u003e\n\u003cp\u003e5. Tax Issues\u003c\/p\u003e\n\u003cp\u003eObjectives:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eLearn what happens after death when an estate plan is not made\u003c\/li\u003e\n\u003cli\u003eUnderstand the advantages and disadvantages of a will\u003c\/li\u003e\n\u003cli\u003eIdentify and compare the different types of trusts\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eBrandon Brooke has 15 years of experience as a financial planner and teaches estate planning seminars at William Jessup University in Rocklin, California.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eMichael Bennett is an attorney in Sacramento, California, and has served as a long time board member for the Estate Planning Councils of Sacramento and South Placer.\u003c\/em\u003e\u003c\/p\u003e"}

Course #545- Estate Planning - CD

Product Description
$ 59.00
Maximum quantity available reached.

Speakers: Brandon Brooke, Michael Bennett

Course 545

1 hour MCLE Credit

Key Points:

1. Basics of Estate Planning

2. Joint Tenancy and Beneficiary Designations

3. Wills and Powers of Attorney

4. Trusts

5. Tax Issues

Objectives:

  • Learn what happens after death when an estate plan is not made
  • Understand the advantages and disadvantages of a will
  • Identify and compare the different types of trusts

Brandon Brooke has 15 years of experience as a financial planner and teaches estate planning seminars at William Jessup University in Rocklin, California.

Michael Bennett is an attorney in Sacramento, California, and has served as a long time board member for the Estate Planning Councils of Sacramento and South Placer.

Click the links below to download log sheets.

CALIFORNIA LOG SHEETS

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