The Best Estate and Financial Planning Topics of 2012 (111107-12)
Description
The experienced practitioner always looks to learn the latest issues and
techniquies in the arena of estate and financial planning. This course
presents – in a day – the best of those issues and techniquies.
Learning Objectives
To take an in-dept look at the latest issues and best techniques in
estate and financial planning for 2012
Major Topics
The uncerttainty of estate and gift tax planning after tax reform
Common mistakes made by clients in estate and financial planning
The modern era of domicile - related issues in tax, financial and
estate planning
Issues in charitable planning
The proper use of split-interest trust
Sophisticated insurance concepts
The need for proper IRA distribution planning
Special planning issues for the older client
"What is next
"
Course Level
Intermediate
CPE Field of Study
Taxes
8
Prerequisites
A basic understanding of the underlying concepts of estate and financial
planning
