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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Estate Planning – Local IssuesCOURSE ID: EPLI
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.

DESIGNED FOR: CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agentsFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: UpdatePREREQUISITES: noneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • ? To provide an understanding of specific state and local issues regarding the specific estate planning laws and taxes of your state.
HIGHLIGHTS:

? Specific state death tax issues ? Specific issues regarding income and principal in your state ? Specific intestacy laws of your state ? Specific local issues regarding executors (personal representatives) and trustees ? How to best utilize estate planning techniques within your state ? Life insurance issues in your state, including specific trust issues

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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