Provide expanded estate planning guidance to middle-income clients. Discuss documents relevant to estate preservation beyond wills and trusts. Understand the methods of providing for children and the spouse and avoiding loss of capital and passive losses at death. Highlights
Inheritance and death tax states, applicable rates, and minimization strategies
Will provisions
Trusts for children
Durable powers of attorney for financial and health care matters
Umbrella liability, disability, and life insurance options
Asset protection strategies
Marriage and divorce
Titling assets effectively
Elder care planning
Registration
PICPA Member: $275 Nonmember: $375
More Information
Course No.
714902
Level:
Basic
Prerequisites:
None
Speaker(s)
Michael Reilly
Michael E. Reilly
Michael E. Reilly, CPA, ChFC, CLU, CASL Sole
Practitioner
Michael E. Reilly, CPA,
is a sole practitioner with offices in West Chester, PA. His
practice focuses on tax and financial planning and consulting for
individuals and small businesses.
In addition to maintaining his practice, Mr. Reilly has been an adjunct
professor at several colleges and was a visiting professor of Economics and
Business at Lafayette College.
Mr. Reilly earned his bachelor’s degree in business administration with an
accounting concentration from Temple University and his master of taxation
degree from Villanova University School of Law. He also holds the Chartered
Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
designations from the American College.