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Estate Planning Strategies - 6764
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Estate planning strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into financial plans.

10/14/2016
When: 8:30 AM - 10:30 AM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym JCSEW2
CPE 2 hours
Category
Taxation
Level Basic
Vendor Nichols Patrick CPE
Who should attend CPAs in public practice and industry seeking to gain a better understanding of Estate Planning Strategies.
Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description 
Estate planning strategies are critical to all financial plans. This course will provide an overview of various strategies that can be incorporated into financial plans.



Specific topics include:

  • Focus on income tax planning in the estate planning process
  • Strategic use of family partnerships
  • Incorporating trusts into the estate plan
  • Creative gift strategies

Objectives

  • Estate planning strategies are critical to all financial plans.
  • This course will provide an overview of various strategies that can be incorporated into financial plans.

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