Courses

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client - On-Demand Webcast

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Member Price: $129.00 Non-Member Price: $189.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 4.00
Fields of Study:: Taxes
Level:: Basic

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Objective

Understand various documents used in estate planning
Identify use of trusts and other financial arrangements
Know what issues clients confront, and potential solutions

Highlights

Changes to the lifetime estate tax exemption in light of proposed regulations
SECURE 2.0 updates
More than 20 documents that should be reviewed that are neither a will nor trust
Provisions you need in a will
Trusts and other arrangements for children
Durable powers of attorney for healthcare and for financial matters
Realistic retirement goals
Developments relative to estate tax, and the implications for planning

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Prerequisite

None

Advanced Preparation

None