Step-by-Step Guide to Drafting Wills and Trusts, CLE, National Business Institute

National Business Institute
March 11, 2019

On March 11, 2019, Julian Fortuna will speak at the National Business Institute's CLE Step-by-Step Guide to Drafting Wills and Trusts. In this CLE presentation, Mr. Fortuna will cover what attorneys, paralegals, tax professionals and CPAs need to know in order to draft customized testamentary documents for each client. He will share how to create custom wills and trusts to fit any situation. The 6 hour ethics CLE course will include topics such as Key Elements of Effective Wills, Trusts as Alternatives to Wills, Basic Tax Concerns, Documenting Long-Term Care, Incapacity and End-of-Life Decisions, Ethics and Planning for Unmarried and Remarried Couples.

Find out more about this CLE course by visiting the National Business Institute.

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