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Surgent’s Select Estate and Life Planning Issues for the Middle-Income Client (PMI4) (SSTX240/21)

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

  • More than 20 documents that clients should have that are neither a will nor a 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