National Business Institute will present “Step-by-Step Guide to Drafting Wills and Trusts” on Thursday, Sept. 13, from 9 a.m. to 4:30 p.m. at the Holiday Inn Express & Suites Southfield-Detroit, 25100 Northwestern Highway in Southfield.
The experienced attorney faculty will share their time-tested methods of identifying clients’ needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get an attorney started.
Attendees will learn how to:
• Stave off conflicts of interest with a clear determination of who your client is from the start.
• Explore the functions and mechanics of major trust structures.
• Give each provision full power with precise word choices - get sample forms to speed up the process.
• Make sure remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are
assigned.
• Anticipate key tax issues, including individual income tax planning and trust taxation.
• Phrase the fiduciary and beneficiary designations to leave no room for interpretation.
• Help clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
Cost is $359 which includes audio CD and course book. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
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