Advanced Integrated Planning: Mastering Estate, Financial,and Asset Protection Strategies

Overview

Building upon the principles introduced in the course “Integrated Estate, Financial, and Asset Protection Planning-A Breakthrough Approach,” this advanced program delves deeper into the complex interplay of estate planning, financial strategies, and asset protection techniques. Through real-world scenarios and detailed numerical examples, participants will gain a strong understanding of how to apply these integrated strategies to address the multifaceted needs of their clients. Although this course covers advanced material, prior completion of the introductory course is not required for participation. This course explores key topics such as navigating the current estate and gift tax landscape, handling complex trust structures, and addressing domicile considerations. Participants will be equipped to implement sophisticated planning strategies like family limited partnerships, intentionally defective grantor trusts, and charitable trust arrangements to optimize asset protection and financial planning outcomes for their clients.

Highlights

Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerationsQualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.

Prerequisites

Basic comprehension of estate and financial planning concepts

Designed For

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

Objectives

At the end of this course, you will be able to: Identify the interaction between estate planning, financial planning, and asset protection strategies. Discuss advanced methods for addressing clients’ holistic financial planning needs. Apply estate and asset protection techniques in real-world scenarios. Analyze tax implications of transfers to various trust structures. Evaluate the benefits and challenges of life insurance trust dynamics. Implement strategies for charitable trust arrangements to meet client goals. Assess the structure and advantages of family limited partnerships. Interpret the role of domicile in integrated estate and financial planning.