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Tax and Financial Planning Implications Surrounding Posthumously Conceived Children (4152990B)
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There are more than 500,000 frozen embryos ready for use and millions of vials of core genetic materials. And what was once an area for wealthy families is now seeing couples of all ages types storing their DNA so even post-mortem, they can parent a child. What are the tax and financial implications of posthumously conceived children? The law is frequently unclear and inconsistent as to both inheritance rights and legal protections. From questions of Social Security payments to children to how

7/29/2015
When: 7/29/2015
9:30 AM - 11:30 AM
Where: Webcast/Webinar
Presenter: Daniel D. Morris, CPA
Contact: April Deneault
801-834-6634


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There are more than 500,000 frozen embryos ready for use and millions of vials of core genetic materials. And what was once an area for wealthy families is now seeing couples of all ages types storing their DNA so even post-mortem, they can parent a child.
What are the tax and financial implications of posthumously conceived children? The law is frequently unclear and inconsistent as to both inheritance rights and legal protections.  From questions of Social Security payments to children to how to close an estate if unconceived heirs exist, gain the knowledge you need to address these complex matters.

  

Objectives:

Recognize how state and federal laws treat posthumously conceived children.
Determine how estate documents should address this situation.
Build skills to inquire about the presence of stored genetic materials.
Outline ways to gain a better understanding of how medical science impacts tax and fiscal policies.

 

Major Subjects:

How does the law perceive posthumously conceived child different than traditionally (natural, IVF, etc.) conceived children?

How should families pre-plan for such children?
What is the future of for post-mortem procreation?
How can the adviser best assist their clients in these most private of matters?


Designed For:

CPAs, attorneys and finance professionals serving the middle and upper wealth markets.
 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Daniel D. Morris, CPA

Vendor: CalCPA

Field of Study: Tax

Level: Overview

CPE Credit: 2 hours

Acronym: TFPI

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Daniel D. Morris, CPA, is a founder of the VeraSage Institute, a think tank dedicated to teaching Value Pricing to professionals around the world. He is a frequent speaker at CPA events and conferences, and a consultant to CPA firms on implementing Total Quality Service and Value Pricing. He has been an instructor with the California CPA Education Foundation since 1998 and has written over a dozen courses for them. Dan presents frequently at national and regional conferences including, the Professional Pricing Society, AICPA and Association of Accounting Marketing Executives.

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