Estate Planning - Local Issues (SMTX58AM)

Thursday, May 25, 2017 | 8:30 AM - 12:00PM (Registration at 8:00 AM) EST |

Instructor

Arthur Werner

Description

This course was created for the following reason: CPAs, on their evaluation forms, are constantly requesting that your Society offer a course on the state and local issues that affect a client's estate plan. Werner-Rocca Seminars, Ltd., has created a special customized course to fit your needs! This course will address many issues that are specific to your state (as outlined in the highlights below), thus allowing your members to finally be able to attend a course that is geared towards your specific state.

Objectives

 To provide an understanding of specific state and local issues regarding the specific estate planning laws and taxes of your state.

Cost

Early Bird Registration: $199 SCACPA Members (by 5/4/2017)
Standard Registration: $214 SCACPA Members, $264 Non-Members
Reciprocal Discount: ($50)

Major Topics

Specific state death tax issues, Specific issues regarding income and principal in your state, Specific intestacy laws of your state, Specific local issues regarding executors (personal representatives) and trustees, How to best utilize estate planning techniques within your state, Life insurance issues in your state, including specific trust issues

DETAILS

Course Code:
SMTX58AM

Credits:
2.00 Specialized Knowledge & Application, 2.00 Taxation

Field of Study:
Taxation

Vendor:
Werner-Rocca Seminars, Ltd.

Course Type:
Seminars

Level:
Update

Prerequisite:
none

Advanced Preparation:
None

 

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