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Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client – Download (SU2411/24)

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Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client – Download (SU2411/24)

Member Price $79
Non-Member Price $109
If you are a member, please login to activate member pricing.

May 1, 2024 @ 1:00 am - April 30, 2025 @ 1:00 am

Event Description

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Objectives

Understand various documents used in estate planning Identify use of trusts and other financial arrangements Know what issues clients confront, and potential solutions

Major Subjects

Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning

Prerequisites

None

Instructions

None

Details

Start:
May 1 @ 1:00 am
End:
April 30, 2025 @ 1:00 am
Cost:
$02 – $2024

Other

Credit Hours
4
Max Registrations
0
Course Level
B
Course Type
Webinar