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Estate and Life Planning Issues for the Middle-Income Client (PMIC)
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Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.

7/27/2015
When: 7/27/2015
7:00 AM - 3:00 PM
Presenter: Neil Brown, CPA, CFP

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Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.

  

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 Subjects: * More than 20 documents that should be reviewed that are neither a will nor trust * Identifying inheritance and death tax states, 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 health care * Asset protection strategies: upsides and downsides * Management of insurance: umbrella liability, disability, and life * Sample documents that can facilitate loans to children * Dealing with marriage and divorce * Titling assets effectively * Avoiding the loss of capital and passive losses at death * Elder care planning

Designed for: CPAs who advise clients on tax planning

 

Prerequisite: None

 

Advanced Prep: None

 

Speaker: Neil Brown, CPA, CFP

 

Vendor: Surgent McCoy

 

Field of Study: Taxes (8)

 

Level: Basic

 

CPE Credit: 8 Hours

 

Acronym: PMIC

 

Registration Fees: $219.00

 

 

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