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RIP - Estate planning

General objective

This course will provide a detailed review of important estate planning matters for practitioners who deal with the owner-managed client. This includes enhanced estate planning skills for the non-specialist practitioner, introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. An important area of the course is to maintain flexibility in the estate plan while managing the estate planning risk.

Topics

  • Planning for deemed disposition at death
  • Post-mortem planning
  • Planning using trusts
  • The use of life insurance in planning
  • U. S. estate tax review
  • Case study

Target audience

This course will benefit practitioners who want to assist clients in identifying and addressing estate planning needs for the owner-manager or high net worth individual.

Note

Participants should have significant experience in the area of domestic estate planning and should have a good understanding of the testamentary tax rules.

Full description


No classroom training found.

No distance learning activity found.

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