Course ID: EPUD

Estate Planning Update

To gain insight into various statutory changes, recent cases and Internal Revenue Service Rulings in the areas of estate, gift and generations skipping transfer taxes. To gain an understanding of the impact of these changes on existing implemented estate plan strategies as well as those to be considered in the future.


LEARNING OBJECTIVES
  • To provide the practitioner with a practical understanding of the recent chages to the Revenue Code, recent cases and Internal Revenue Service Rulings, and the impact of such changes on planning opportunities available to clients.

MAJOR TOPICS
  • Federal estate tax issues
  • Federal gift tax issues
  • Generation-skipping transfer tax issues
  • Miscellaneous provisions
  • Education issues and estate planning
  • Estate planning with tax-deferred retirement funds
  • Estate planning considerations given the 2010 tax act

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

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
Moderate experience in estate planning

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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