Estate and Life Planning Issues for the Middle-Income Client
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
- More than 20 documents that should be reviewed that are neither a will nor trust
- Applicable rates and the tactics that may be used to minimize them
- Reducing the impact of ancillary administration
- Will provisions
- Trusts for children
- Durable powers of attorney for financial and health care matters
- Asset protection strategies: upsides and downsides
- Management of insurance: umbrella liability, disability, and life
- Marriage and divorce
- Titling assets effectively
- Avoiding the loss of capital and passive losses at death
- Elder care planning
- The latest information on the portability of the deceased spouse’s unused exemption amount
- Developments relative to potential estate tax repeal, and the implications for planning
Registration
PICPA Member: $275
Nonmember: $375
More Information
Course No.
714902
Level:
Basic
Prerequisites:
None
Notes
Accepted for CFP® and IRS credits.
Speaker(s)
Michael Reilly
Michael E. Reilly
Course No. 714902
Level: Basic
Prerequisites: None
Notes
Accepted for CFP® and IRS credits.
Michael Reilly
Michael E. Reilly
