Estate Planning Issues for the Nontraditional Client: Navigating Legislative Changes and Maximizing Techniques
Wednesday, August 21, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAEPUDWS
Level: Intermediate
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
In a landscape of evolving legislation, anticipated changes, and recent legal developments, estate planning practitioners face unique challenges when advising non-traditional clients on their estate planning needs. This comprehensive course delves into the complex issues and techniques surrounding estate planning, equipping professionals with the knowledge and strategies to navigate uncertain or changing legislative frameworks. Participants will gain a deep understanding of the impact of new legislation, recent case law developments, and Internal Revenue Service rulings, enabling them to effectively guide their non-traditional clients through the intricacies of estate planning.Objectives:
Recognize and assess estate planning issues and techniques relevant to non-traditional clients.Presenters:
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Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Comprehensive understanding of new legislation and its impact on estate planning.
- Analysis of estate tax issues and effective planning techniques.
- Examination of gift tax issues and corresponding planning techniques.
- Strategies for addressing generation-skipping transfer tax issues.
- Exploration of both tax and non-tax considerations and planning techniques.
- Estate planning considerations for tax-deferred retirement funds.
- Understanding the interplay between education issues and estate planning.
- Navigating step-up in basis issues for effective estate planning.
Major Topics:
- Comprehensive understanding of new legislation and its impact on estate planning.
- Analysis of estate tax issues and effective planning techniques.
- Examination of gift tax issues and corresponding planning techniques.
- Strategies for addressing generation-skipping transfer tax issues.
- Exploration of both tax and non-tax considerations and planning techniques.
- Estate planning considerations for tax-deferred retirement funds.
- Understanding the interplay between education issues and estate planning.
- Navigating step-up in basis issues for effective estate planning.