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NaviPlan Extended Training & Support

Elective module:
ILITs, CRTs, FLPs & Bequests


Objectives

• Create and analyze an irrevocable life insurance trust
• Create and analyze a charitable remainder trust
• Create and analyze a family limited partnership
• Use the general and asset bequest features

Self Study Options Cost Time
Acrobat View Video Clip FREE 16 minutes
 
Instructor Led Options Cost Time
Flash Register for a Live, Web-based session $50 USD 90 minutes
Flash Register for Classroom training Contact us 1-2 days