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 Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Instructor: Michael Frost, CPA

Target Audience

Accounting and Financial Professionals who advise clients on estate planning

Course Objectives

Understand various documents used in estate planning

Identify use of trusts and other financial arrangements

Know what issues clients confront, and potential solutions

Subjects

Changes to the lifetime estate tax exemption in light of proposed regulations

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