Course ID: EPUD

Estate Planning Issues for the Non-Traditional Client

Due to the anticipated legislation and prior legislation, as well as recent cases and Internal Revenue Service Rulings, many practitioners are unsure of how to advise their clients regarding their estate planning needs. Understanding the impact of the new legislation and its uncertainty or certainty in 2017 and beyond, as the case might be, together with recent case law developments is important to all practitioners in property advising their clients


LEARNING OBJECTIVES
  • Recognize estate planning issues and techniques during the uncertainty in 2018 and beyond

MAJOR TOPICS
  • A total understanding of new legislation
  • Estate Tax issues and planning techniques
  • Gift Tax issues and planning techniques
  • Generation-Skipping issues and planning techniques
  • Other tax and non-tax issues and planning techniques
  • Estate Planning with tax-deferred retirement funds
  • Education issues and Estate Planning
  • Step-up in basis issues

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

FIELD OF STUDY
Taxes

PREREQUISITES
Moderate knowledge of Federal Estate and Gift Taxation

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