Course ID: IEFP

Integrated Estate, Financial, and Asset Protection Planning – A Breakthrough Approach

Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum- each of these elements has a major impact on the others. In this course, the participant will learn the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.


Learning Objectives

  • Recognize the interrelationship of estate planning, financial planning, and asset protection planning techniques affect their clients.
  • Recognize the above understanding as a method of producing a more sophisticated approach to assisting clients in a

Major Topics

  • Initiating a “total plan” (in a nutshell)
  • Managing risk within the total plan
  • Life insurance-needs analysis and tax concepts
  • Tax benefits in education planning
  • Planning for disability
  • Basic issues in planning for death
  • Planning for IRA and qualified plan distributions
  • Estate/financial/asset protection intake issues

Who Should Attend

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

Fields of Study

Taxes

Prerequisites

Basic understanding of estate and financial planning fundamentals


Provider

Werner-Rocca Seminars LTD

CPE Credits

8.0

Level

Intermediate

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 learn@blionline.org
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