New MACPA.org Launching 4/1! Stay tuned for a brand new online experience.

CANCELLED: Estate Planning – Local Issues (17WL12-14)

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
LIVE- ONLINE WEBCAST
Event Information
When
Sep 23, 2014
8:00 am - 3:30 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

CANCELLED: Estate Planning – Local Issues (17WL12-14)


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×