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 specifically designed as the result of member feedback. On their CPE evaluation forms, members consistently request that the SCACPA offer a course covering the state and local issues affecting a client's estate plan. This course was created to meet those requests. We will address many issues specific to South Carolina (as outlined in the highlights below).

Objectives

 To provide an understanding of state and local issues for estate planning laws and taxes of South Carolina

Cost

Standard Registration: $214 SCACPA Members, $264 Non-Members
Reciprocal Discount: ($50)

Major Topics

  • State death tax issues
  • Issues regarding income and principal
  • Intestacy laws
  • Local issues regarding executors (personal representatives) and trustees
  • How to best utilize estate planning techniques
  • Life insurance issues, including 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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