The Best Estate and Financial Planning Topics of 2014 (17WL18-14)
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 techniques.
Learning Objectives
Take an in-depth look at the latest issues and best techniques in
estate and financial planning for 2012
Major Topics
The uncertainty 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
TBD
Prerequisites
A basic understanding of the underlying concepts of estate and financial
planning
