[WEB] How to Evaluate Any Estate Plan
Description
Learning how to evaluate an estate plan using a solid framework is a powerful tool for any trusted advisor. Participants will learn how to evaluate a client's existing estate plan taking into consideration current law and family facts, and the five major facets to an estate plan that will determine the plan's success or failure. Analysis will include identifying problem areas and issues of concerns and how to engage in meaningful discussions with clients about the evaluation.
Highlights
LINK AND INSTRUCTIONS TO COME FROM AES TAX ONE DAY PRIOR TO SESSION
Objectives
After completing this course the participant will be able to:
- Explain the five major areas of any estate plan.
- Analyze and evaluation the estate plan for problems areas and concerns.
- Identify and communicate the identified issues to clients.
Designed For
Course Pricing
|
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by November 11, 2025. |
$85.00 |
|---|---|
|
Member Fee
Applicable if you are a HSCPA member in good standing. |
$150.00 |
|
Early Registration Non-Member Fee
Applicable if you are not a HSCPA and register by November 11, 2025. |
$150.00 |
|
Non-Member Fee
Applicable if you are not a HSCPA member. |
$215.00 |
| Your Price | $150.00 |
