Course ID: TRAP

Traps and Pitfalls in Estate Planning


Having a thorough knowledge of a variety of areas of tax and non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to these common mistakes in the estate planning process.


LEARNING OBJECTIVES
  • To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.

MAJOR TOPICS
  • The need to properly coordinate the efforts of different advisors
  • Distinguish and understand life and death planning issues
  • Distinguish and understand tax and non tax planning issues
  • Proper use and funding of trusts
  • Mistakes made in the disposition of assets
  • Understand the special issues of the single taxpayer
  • Understand the special issues of same sex couples
  • Mistakes made in planning for beneficiaries with special needs
  • Proper choice of fiduciaries
  • Understand what needs to be in place beyond the legal documents (properly advising the living from “the grave”)

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

PREREQUISITES
Moderate experience in estate planning

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Update

This course is available to be scheduled as:

Group Live
 

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