Recognizing and Correcting Failures in a Client's Estate Plan

Course Details

Date

Tuesday, August 4, 2020

8:00am – 9:00am

Field of Study

Taxation

Course Number

AC0564

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

Moderate experience in estate planning

Description

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as 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 common mistakes in the estate planning process. 

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Highlights

Recognizing Why Clients Fail
Distinguish and Understand the Core Objectives of an Estate Plan
Implementation of the Core Objectives
Understanding the Needs of a Client
How to Gather Data
Disability Issues
Distribution Issues
Identifying Failures
Proper Selection of Fiduciaries

Objectives

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

Designed For

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

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$39.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$59.00
Your Price $59.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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