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Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques WEBCAST


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8.0 Credits

Member Price $270.00

Non-Member Price $320.00


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.


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.


Moderate knowledge of Federal estate and gift taxation.

Designed For

EAs, attorneys, financial planners, insurance agents, and bankers.


Recognize and assess estate planning issues and techniques relevant to non-traditional clients.






Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

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.

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Non-Member Price $320.00

Member Price $270.00