Estate Planning Bootcamp

Description

This hands-on course offers financial professionals a practical, up-to-date overview of estate planning strategies, investments, and compliance issues. Participants will explore wills, trusts, and directives, and learn how to apply tax-efficient strategies to help clients preserve and transfer wealth

The program also addresses legislative developments, ethical considerations, and complex client scenarios such as family business succession and philanthropy. by the end, attendees will have the knowledge and tools to provide meaningful estate planning support in a variety of client engagements.

Highlights

• Estate planning tax implications for high-net-worth clients
• Use of revocable and irrevocable trusts for asset protection
• Legal requirements and strategic users of wills
• Impact of current legislation on estate planning strategies
• Estate planning for family businesses and charitable giving
• Ethical responsibilities in estate advising
• Client communication techniques and documentation best practices
• Case-based estate plan design and analysis

Objectives

• Define the core elements of modern estate planning.
• Identify key estate planning instruments, including wills, trusts, and health directives.
• Distinguish between revocable and irrevocable trusts and explain their impact on asset protection.
• Apply tax minimization strategies in estate planning scenarios.
• Analyze the effects of new legislation on estate planning strategies.
• Evaluate planning techniques for family-owned businesses and philanthropic goals.
• Recognize ethical considerations in estate planning engagements.
• Explain communication strategies for discussing estate planning with clients.

Designed For

CPAs, and other financial advisors