NaviPlan Extended Training & Support
Elective module:
Estate Objectives & Testamentary trusts
Objectives
• Describe estate planning assumptions
• Incorporate current estate plan details
• Analyze a Simple Will scenario
• Model gifting strategies
• Create a CST/marital trust scenario
• Analyze the results with reports and graphs
• Implement a proposed estate plan
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 18 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
