June 21, 2019


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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Select Estate and Life Planning Issues for the Middle-Income Client

  • Instructor

    Michael Frost

Learning 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 Topics

  • 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
  • Asset protection strategies
  • Developments relative to estate tax changes

CPE Credits Available

4
Total CPE
4
Taxes

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Personal Financial Planning
  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs who advise clients on estate planning

Provider

Surgent McCoy CPE

This event has ended.