Episode 8 Part 3 Exempt Transfers

The Elder Law Coach

English - March 02, 2021 23:00 - 33 minutes - 22.9 MB - ★★★★★ - 5 ratings
Business Education attorneys elder law Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 5 Income

Next Episode: Episode 10 Avoiding Probate is good for Business

This information is GOLD. The information in this podcast will teach you how to help clients on a whole different level!!!!!! When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption. Helping them with exempt transfers will pretty make sure they hire you to make sure it's done correctly. These rules really do help clients and you need to know it. Questions or comments can be sent to [email protected]

Check out our new website www.TheElderLawCoach.com.