[WEB] Estate Planning - Local Issues

Course Details

Date

Friday, October 22, 2021

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

Course Number

EPLI

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

Description

This course will address many issues that are specific to your state (as outlined in the highlights below), thus allowing your members to finally attend a course that is geared towards your specific state.

Highlights

  • Specific state death tax issues
  • Specific issues regarding income and principal in your state
  • Specific intestacy laws of your state
  • Specific local issues regarding executors (personal representatives) and trustees
  • How to best utilize estate planning techniques within your state
  • Life insurance issues in your state, including specific trust issues 

Objectives

  • List specific state and local issues regarding the specific estate planning laws and taxes of your state.

Designed For

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by October 7, 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 October 7, 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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