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Estate Planning: A Comprehensive Overview WEBCAST

Wednesday, July 27 8:00am - 4:00pm PDT

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Your Desk

8.0 Credits

Member Price $299.00

Non-Member Price $399.00

Overview

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to planning for estate tax law changes and looking at advanced planning strategies, such as trust protectors.

Highlights

Intestate succession and probate proceedings. Holding title to assets. Lifetime asset transfers and testamentary asset transfers planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, using trust protectors.

Prerequisites

None.

Designed For

Tax professionals, CPAs, attorneys and emerging professionals.

Objectives

Identify estate planning objectives. Recall the basics of our legal system as it relates to probate, wills and trusts. Recognize common issues from basic to advanced gift and estate tax planning. Identify the skills to deal with gift and estate tax problems.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Kenneth Kossoff

In private practice based in Westlake Village, CA, Mr. Kossoff advises individuals and families on Estate Planning, Trust Administration and Probate, Business Formation and Succession Planning, Asset Protection and Wealth Preservation. 

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Non-Member Price $399.00

Member Price $299.00