Rack & Moccia Attorney to conduct NBI Teleconference

Nathan Moccia, shareholder of Rack & Moccia, to conduct a national teleconference for National Business Institute on Friday December 30, 2011, titled “Estate Planning Basics.”

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The program aims to provide a basic knowledge of the essential estate planning instruments and their use in a well-structured and funded plan.  The course will also cover their use during the incapacity and abuse and protection from controversy.  The core groups of registrants are attorneys; however, the course will also benefit professional partners to include trust officers, estate and financial planners, insurance professionals, bankers and paralegals.  For further information, or to register for this program click here

Program Description

Build a Solid Foundation in Estate Planning Basics.   Do you have the skills to ensure your clients are well taken care of in case of incapacity? Can you minimize their tax liability through carefully planned asset transfers? Gain the knowledge you need to help your clients through their estate planning needs with this fundamental program. Be prepared to effectively represent your clients. 

  • Gain a fundamental understanding of basic principles in drafting wills and trusts to effectively document your client’s wishes.
  • Learn what impact gift and estate taxes will have on beneficiaries and how your plan can address how these taxes are handled.
  • Help your client plan for incapacity by understanding how to proactively address common legal and financial issues that can arise when health deteriorates.