Acquiring a comprehensive understanding of both tax and non-tax laws is a crucial asset for professionals engaged in providing adept counsel to clients throughout the estate planning journey. The landscape is riddled with common stumbling blocks, oversights, and missteps that clients and experts frequently encounter. This meticulously tailored course aims to dissect these challenges and equip practitioners with pragmatic remedies for prevalent misjudgments encountered in the estate planning domain.
Course ID: TRAP
Navigating the Complexities of Estate Planning: Avoiding Traps and Pitfalls
Learning Objectives
At the end of this course, you will be able to:
- Identify and enumerate the prevalent stumbling blocks, errors, and missteps commonly witnessed in estate
planning by both clients and professionals
Major Topics
- Orchestrating seamless collaboration among diverse advisory parties.
- Discerning and assimilating intricacies of life and death-oriented planning considerations.
- Discriminating and comprehending the intricate interplay between taxation and non-taxation planning aspects.
- Competently executing and financing trusts while adhering to best practices.
- Circumventing errors during asset disposition strategies.
- Profoundly grasping the distinctive intricacies concerning individual taxpayers.
- Proficiently addressing nuances specific to same-sex couples.
- Averting pitfalls in devising plans catering to beneficiaries with specialized requirements.
- Prudently selecting suitable fiduciaries.
- Instilling a comprehension of indispensable post-legal document measures for effective posthumous guidance.
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Fields of Study
TaxesPrerequisites
A solid foundation in estate planning procedures and concepts.