Overview

8.0 Credits
IN-PERSON

Explore ways to provide additional quality services for your middle-income clients; content updated for developments relative to potential estate tax repeal, and the implications for planning.

Objectives

* Understand estate-planning issues unrelated to federal tax planning * Inventory the documents relevant to estate preservation * Understand methods of providing for children and the spouse

Major Topics

* More than 20 documents that should be reviewed that are neither a will nor trust * Applicable rates, and tactics that may be used to minimize them * Reducing the impact of ancillary administration * Provisions you need in a will * When a trust is needed for children * Durable powers of attorney, for financial matters and for healthcare * Asset protection strategies: upsides and downsides * Management of insurance: umbrella liability, disability, and life * Dealing with marriage and divorce * Titling assets effectively * Avoiding the loss of capital and passive losses at death * Elder care planning * The latest information on the portability of the deceased spouse's unused exemption amount * Developments relative to potential estate tax repeal, and the implications for planning

Prerequisite

None

Advanced Preparation

None

Sessions

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Wednesday, July 18, 2018

General Sessions

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