{"product_id":"102785","title":"The Complete Estate Planning Starter Kit","description":"\u003cp\u003eEvery attorney remembers the first time a client sat across the table and asked where to start. This course is the answer. Designed for attorneys new to estate planning practice or those formalizing a working knowledge into a complete skill set, \u003cstrong\u003eThe Complete Estate Planning Starter Kit\u003c\/strong\u003e covers the full planning lifecycle from the initial client consultation through execution and beyond. Topics include foundational documents, asset ownership and beneficiary coordination, tax considerations, clients with special circumstances, ethics of the representation, and practical strategies for building a sustainable estate planning practice. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003eConduct a thorough intake and translate client goals into a coordinated planning strategy.\u003c\/li\u003e\r\n\t\u003cli\u003eDraft and explain core estate planning documents (wills, trusts, POAs, and directives) with confidence.\u003c\/li\u003e\r\n\t\u003cli\u003eSpot the asset titling and beneficiary designation errors that routinely defeat a well-drafted plan.\u003c\/li\u003e\r\n\t\u003cli\u003eApply estate and gift tax fundamentals to determine when tax planning is warranted and what to recommend.\u003c\/li\u003e\r\n\t\u003cli\u003eRecognize the planning needs of blended families, minor or disabled beneficiaries, and small business owners.\u003c\/li\u003e\r\n\t\u003cli\u003eManage the ethical obligations unique to estate planning: scope, joint representation conflicts, and diminished-capacity clients.\u003c\/li\u003e\r\n\t\u003cli\u003eBuild the intake, document delivery, and follow-up systems that support a growing estate planning practice.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"Live Webinar Registration","offer_id":64637191258481,"sku":"102785ER","price":429.0,"currency_code":"USD","in_stock":true},{"title":"OnDemand Video","offer_id":64637191356785,"sku":"102785SVDM","price":429.0,"currency_code":"USD","in_stock":true},{"title":"Course Book (PDF Download)","offer_id":64637191389553,"sku":"102785DM","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3909_510x370_Block.png?v=1789941620","url":"https:\/\/nbi-sems.com\/products\/102785","provider":"NBI","version":"1.0","type":"link"}