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This course covers essential advanced estate planning strategies for advising wealthy clients on succession plans. Topics include tax laws, minimizing taxes, strategy structure, governing document provisions, modeling tools, and live software demonstrations.
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Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
Estimated Turnoutupto 100 Delegates Based on previous editions | Event TypeWorkshop |
EditionsOct 2024 Interested+16 more editions Frequency Newly Listed | Official LinksWebsiteContacts Report Error Claim this event |
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