Course ID: AEFP

Applying Integrated Estate, Financial and Asset Protection Planning Techniques

Building on concepts presented in the course “Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach,” this program includes a variety of examples and covers several applications regarding the implementation of estate planning, financial planning and asset protection planning. Practical examples are reviewed, using actual situations and numbers, allowing attendees to understand integrated estate, financial and asset protection planning techniques. Although this course builds on and goes into more depth than the introductory course, one need not take the first course to benefit from this one.


LEARNING OBJECTIVES
  • To provide practitioners with an understanding of how their clients can be affected by the interrelationship of estate planning, financial planning and asset protection planning techjniques.
  • To utilize the new knowledge gained in the course to develop a more sophisticated approach to assist clients in meeting their total financial planning needs.

MAJOR TOPICS
  • The current estate and gift tax climate
  • Domicile issues in intergrated planning
  • Life insurance trust issues
  • Tax issues on transfers to split-interest trusts
  • Tax issues on transfers to qualified personal residence trsuts
  • Grantor retained trust issues
  • Family limited partnerships issues
  • Intentionally defective grantor trust issues

DESIGNED FOR
CPAs, financial planners, attorney, insurance agents, bankers

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
Basic comprehension of estate and financial planning concepts.

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org