Estate Planning from A to Z Successfully Concluded!

Estate Planning from A to Z Successfully Concluded!

What: Attorney Roger D. Curley, through the National Business Institute (NBI) helped put on a top level seminar, “Estate Planning from A to Z” on June 23 and June 24 of 2014. The conference was attended by over forty (40) professionals including attorneys, financial planners, accountants and other high level professionals.
The seminar included the following topics:
1) Basic Tax Planning
2) Trusts 101
3) Revocable Living Trusts
4) Trusts Used for Tax Reduction-Drafting Tips and Samples
To order a DVD version of the seminar contact NBI at www.nbi-sems.com or 1-800-930-6182.

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