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CANCELLED: Estate Planning – Local Issues (110020-14)

Description

This course was created for the following reason: CPAs, on their
evaluation forms, are constantly requesting that your Society offer a
course on the state and local issues that affect a client’s estate plan.
Werner-Rocca Seminars, Ltd., has created a special customized course to
fit your needs! This course will address many issues that are specific
to your state (as outlined in the highlights below), thus allowing your
members to finally be able to attend a course that is geared towards
your specific state.

Learning Objectives
  1. Understand specific state and local issues regarding the specific estate planning laws and taxes of your state
Major Topics
  1. Specific state death tax issues
  2. Specific issues regarding income and principal in your state
  3. Specific intestacy laws of your state
  4. Specific local issues regarding executors (personal representatives) and trustees
  5. How to best utilize estate planning techniques within your state
  6. Life insurance issues in your state, including specific trust issues
Course Level
Update
CPE Field of Study
TBD
Prerequisites
none
Location
 
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
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Event Information
When
Sep 23, 2014
8:00 am - 3:30 pm EST
Location
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
8
Format
In-Person

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$395.00
Become A Member

Register for this Event

CANCELLED: Estate Planning – Local Issues (110020-14)


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