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 CPAs 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

CPAs 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

Timely coverage of breaking tax legislation Retirement planning in light of IRA and RMD changes 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