[WEB4] Expanding Estate Planning Techniques - How to Integrate Financial Planning and Asset Protection Planning in a Client's Estate Plan

Course Details

Date

Tuesday, August 24, 2021

8:30am – 12:00pm
(Registration: 8:30am)

Course Number

EEPT

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

Basic understanding of estate and financial planning fundamentals

Description

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 learn the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide estate planning services to clients. 

Highlights

  • Initiating a "total plan" (in a nutshell)
  • Adding risk management techniques within the total plan
  • Life insurance issues in all planning
  • Grantor retained trust issues
  • Charitable trust issues
  • Family limited partnership issues
  • Intentionally defective grantor trust issues

Objectives

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

Designed For

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

 

 

 

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by August 9, 2021.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by August 9, 2021.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $300.00

CPE Choice

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

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