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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. (Continually updated with the latest guidance).

Major Topics:
• More than 20 documents that should be reviewed that are neither a will nor trust
• Applicable rates, and tactics that may be used to minimize them
• Reducing the impact of ancillary administration
•  Provisions you need in a will
• When a trust is needed for children
• Durable powers of attorney, for financial matters and for healthcare asset protection strategies: upsides and downsides
• Management of insurance: liability, disability, and life
• Dealing with marriage and divorce
• Titling assets effectively
• Avoiding the loss of capital and passive losses at death
• The latest information on the portability of the deceased spouse’s unused exemption amount
• Developments relative to estate tax, and the implications for planning

Learning Objectives:
Understand estate planning issues unrelated to federal tax planning; inventory the documents relevant to estate preservation; and understand methods of providing for children and the spouse.

Discussion Leader

Ramona Farrell, MBA, CFE, CFCI