eCourse
Ten Tools Every Estate Planner Should Know How to Use
Contains material from Dec 2018
Ten Tools Every Estate Planner Should Know How to Use
4.53 out of 5 stars
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Super! My only suggestion is that the presentation might be slowed down a bit for amateurs like me who have no idea what any of these things are. It's good to have the notes and slides, though.
Presenter thinks he's funnier than he is.
Fantastic, I love this stuff!
Excellent summary presentation
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Exemptions, rates, and brackets may rise and fall, and estate planners’ focus may shift from transfer taxes to income taxes and back. But no matter how laws change, certain tools that should be in every estate planner’s toolbox. Learn techniques that every estate planner needs to understand, including a discussion on when and how to use them, what to watch out for, and how to explain then in a way your clients will understand.
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Ten Tools Every Estate Planner Should Know How to Use (Dec 2018)
Mickey R. Davis
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Session 1
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Ten Tools Every Estate Planner Should Know How to Use (Dec 2018)
Exemptions, rates, and brackets may rise and fall, and estate planners’ focus may shift from transfer taxes to income taxes and back. But no matter how laws change, certain tools that should be in every estate planner’s toolbox. Learn techniques that every estate planner needs to understand, including a discussion on when and how to use them, what to watch out for, and how to explain then in a way your clients will understand.
Originally presented: Nov 2018 Estate Planning Workshop
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX