Estate Planning: Washington Issues WEBCAST

Friday, October 30 8:00am - 4:00pm PDT

Add to Calendar

Your Desk

8 Credits

Member Price $249.00

Non-Member Price $349.00

Overview

Join us for the most comprehensive program available for today’s Washington estate planning practitioners and take a deep dive into the practical matters that Washington estate planners face every day.

Highlights

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

Prerequisites

None

Objectives

At the end of this course you will be able to list specific Washington state and local issues regarding the specific estate planning laws and taxes of Washington state.

Preparation

None

Notice

This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs

Leader(s):

Leaders

Arthur Werner

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals.

In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Return to Top

Non-Member Price $349.00

Member Price $249.00