Planning for Tangibles

Accreditation Wreath Icon AL
SKU: EPP016
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Trying to plan for tangible property presents a variety of challenges, many of them quite complex. This CLE course explains tangible property and how it is legally defined and presents strategies for planning. The course will address a myriad of issues such as testamentary plan structure, titling considerations and issues related to lifetime giving as well as the emotional component involved in this type of planning.

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