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 lear 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
  • To provide practitioners with an understanding of how the interrelationship of estate planning, financial planning and asset protection planning rechniquies affect their clients.
  • To utilize the above understanding as a method of producing a more complete approach to assisting clients in accomplishing their total planning needs.

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

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

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
Basic understanding of estate and financial planning funda mentals

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