Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middleincome 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 potential estate tax repeal.
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 potential estate tax repeal
