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Mountain Retreat: Tackling the Core Issues in Estate Planning – Anthony Rocca, Esq. (1MR010-13)

Description

Every CPA and professional advisor should understand the “core” areas of
estate planning. The “core” areas include disability planning during
lifetime and distribution of assets at death. These “core” areas
represent the foundation of every estate plan for every client
regardless of age, marital status and wealth.

Learning Objectives
  1. To provide the participant with an in-depth understanding of the issues to be considered and addressed in planning for disability during lifetime and in planning for the distribution of assets at death
Major Topics
  2. Understand the importance of Planning for Disability
  3. Planning for Death – Key Issues in Planning for the Distribution of Assets
  4. Key Considerations in Planning for IRA and Qualified Plan Distributions
  5. Domicile
Course Level
Basic
CPE Field of Study
Taxes
4
Location
Wisp Resort Development
Event Information
When
Sep 23, 2013
7:30 am - 11:00 am EST
Location
Wisp Resort Development
Total CPE Credits
4
Format
In-Person

MEMBER

$ (% off)
$150.00

NON-MEMBER

$ (% off)
$200.00
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Mountain Retreat: Tackling the Core Issues in Estate Planning – Anthony Rocca, Esq. (1MR010-13)

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