Applying Integrated Estate, Financial and Asset Protection Planning Techniques
Description
Building on concepts presented in the course “Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach,” this program includes a variety of examples and covers several applications regarding the implementation of estate planning, financial planning and asset protection planning. Practical examples are reviewed, using actual situations and numbers, allowing attendees to understand integrated estate, financial and asset protection planning techniques. Although this course builds on and goes into more depth than the introductory course, one need not take the first course to benefit from this one.
Learning Objectives
To provide practitioners with an understanding of how their clients can be affected by the interrelationship of estate planning, financial planning and asset protection planning techniques
To utilize the new knowledge gained in the course to develop a more sophisticated approach to assist clients in meeting their total financial planning needs.
Major Topics
The current estate and gift tax climate
Domicile issues in intergrated planning
Life insurance trust issues
Tax issues on transfers to split-interest trusts
Tax issues on transfers to qualified personal residence trusts
