Having a thorough knowledge of tax law as well as non-tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.
The need to properly coordinate the efforts of different advisors, Distinguish and understand life and death planning issues. Distinguish and understand tax and non-tax planning issues. Proper use and funding of trusts. Mistakes made in the disposition of assets. Understand the special issues of the single taxpayer. Understand the special issues of same sex couples. Mistakes made in planning for beneficiaries with special needs. Proper choice of fiduciaries. Understand what needs to be in place beyond the legal documents (properly advising the living from “the grave”).
Moderate experience in estate planning.
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
List the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.
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.
Non-Member Price $309.00
Member Price $259.00