Course ID: EPLI

Estate Planning – Local Issues

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.

Learning Objectives

List specific state and local issues regarding the specific estate planning laws and taxes of your state.

Major Topics

  • 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

Who Should Attend

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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