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The experienced practitioner always looks to learn the latest issues and techniques in the arena of estate and financial
planning. This course presents—in a day—the best of those issues and techniques.
• Recognize the latest issues and best techniques in estate and financial planning for 2021
• The uncertainty of estate and gift tax planning
• 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 trusts
• Sophisticated insurance concepts
• The need for proper IRA distribution planning
• Special planning issues for the older client
• “What is next?”
CPAs, EAs, attorneys, finance professionals, financial planners, insurance agents, and bankers
A basic understanding of the underlying concepts of estate and financial planning
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