Course ID: BEST

The Best Estate and Financial Planning Topics of 2019

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.

Learning Objectives

Recognize the latest issues and best techniques in estate and financial planning for 2019

Major Topics

  • 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?”

Who Should Attend

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

Fields of Study



A basic understanding of the underlying concepts of estate and financial planning


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

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Or, contact BLI: 888-481-3500 or
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