818-784-8885 sshare@susanshare.com

July 19, 2018
National Business Institute (NBI)
Pasadena Sheraton Hotel

Speaking on topics including:

What is Estate Planning?

  • Laws Governing Estate Planning Practice
  • Tax Laws
  • Common Goals of Estate Plans
  • Basic Elements of an Estate Plan

Key Parties in Estate Planning: Their Rights, Roles, and Responsibilities

  • Grantors, Beneficiaries, Remaindermen, Etc.
  • Client Family Dynamics
  • Selecting Fiduciaries: Executors, Trustees, Guardians for Minors, Etc.

For more info, visit https://www.nbi-sems.com/ProductDetails/Estate-Planning-101/Seminar/79605ER