{"product_id":"102662","title":"High-Net-Worth Estate Planning: Re-Imagined","description":"\u003cp\u003eHigh-net-worth clients are the hardest to win and the easiest to lose: they come with other trusted advisors, sophisticated expectations, and little patience for a plan, or an attorney, that feels behind the curve. This course gives you the current, promising tactics that attract and keep more high-net-worth clients: the planning moves that show you are ahead of the curve, the document reviews that turn a one-time engagement into an ongoing relationship, and the plain-English explanations that prove your value to clients and their other advisors. You'll leave knowing which strategies to retire, which to adopt, and how to become the advisor high-net-worth families trust and refer. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003eFold the latest federal transfer-tax changes into concrete planning moves.\u003c\/li\u003e\r\n\t\u003cli\u003eRetire large-estate techniques that have aged out - and know what to use instead.\u003c\/li\u003e\r\n\t\u003cli\u003eReorient around the new center of gravity: basis, income tax, and state exposure.\u003c\/li\u003e\r\n\t\u003cli\u003eRead recent case law, starting with Connelly, for what it changes in your drafting.\u003c\/li\u003e\r\n\t\u003cli\u003eBuild valuations and discounts that hold up under IRS scrutiny.\u003c\/li\u003e\r\n\t\u003cli\u003eAudit existing documents and repair old trusts before they fail.\u003c\/li\u003e\r\n\t\u003cli\u003ePlan confidently for modern assets and modern creditor risks.\u003c\/li\u003e\r\n\t\u003cli\u003eNavigate the ethics pressure points unique to high-net-worth representation.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"Live Webinar Registration","offer_id":64462921957745,"sku":"102662ER","price":429.0,"currency_code":"USD","in_stock":true},{"title":"OnDemand Video","offer_id":64462921990513,"sku":"102662SVDM","price":429.0,"currency_code":"USD","in_stock":true},{"title":"Course Book (PDF Download)","offer_id":64462922023281,"sku":"102662DM","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3840_510x370_Block.png?v=1788018818","url":"https:\/\/nbi-sems.com\/products\/102662","provider":"NBI","version":"1.0","type":"link"}