Webinar

Recognizing and Correcting Failures in a Client's Estate Plan

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.

Objectives

  • To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process

Highlights

  • Recognizing Why Clients Fail
  • Distinguish and Understand the Core Objectives of an Estate Plan
  • Implementation of the Core Objectives
  • Understanding the Needs of a Client
  • How to Gather Data
  • Disability Issues
  • Distribution Issues
  • Identifying Failures
  • Proper Selection of Fiduciaries

Additional Information

Designed For

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

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

Moderate experience in estate planning

Field of Study

Taxation

Course Number

181812611

Level of Knowledge

Intermediate

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