Advanced Integrated Planning: Mastering Estate, Financial, and Asset Protection Strategies

Description

This course builds upon integrated estate, financial, and asset protection planning concepts with a focused examination of advanced tax strategies applicable to client situations. Participants will explore how tax considerations drive planning decisions across estate, financial, and asset protection structures, with emphasis on practical application.

The course covers key areas including estate and gift tax implications, trust-based planning strategies, and entity structures used in asset protection. Through targeted examples, participants will analyze planning techniques such as grantor trust,charitable arrangements, and family limited partnerships along with the impact of domicile and related tax considerations. 

Highlights

• Estate and gift tax considerations in integrated planning
• Tax implications of grantor trusts and related trust structures
• Life insurance trusts and associated tax retirement
• Charitable trust planning and tax considerations
• Family limited partnerships and entity-based planning strategies
• Domicile considerations and related tax impact

Objectives

• Identify the interaction of estate, financial, and asset protection strategies in a tax planning context
• Analyze estate and gift tax implications of transfers to various trust structures
• Evaluate tax considerations related to life insurance trusts and charitable arrangements
• Assess the tax impact and planning applications of family limited partnerships and related entities
• Interpret domicile considerations and their effect on tax planning strategies

Designed For

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