Estate and Life Planning Issues for the Middle-Income Client
Nov 11 8:00 - 4:00 p.m.
Red Lion Hotel Harrisburg Hershey Harrisburg - Map
8-Tax CPE Credits
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. 714901Level: Basic
Prerequisites:
None
Notes
Accepted for CFP® and IRS credits.
Speaker(s)
Charles Borek
Chuck is the founder of the Borek Group LLC, a
professional education and consulting firm located in Columbia, MD, where he
serves as CEO and chief counsel. In addition to his professional education and
consulting activities, he continues to practice tax and business law for Davis
Agnor Rapaport & Skalny LLC, and regularly appears before the IRS and in
U.S. Tax Court. He is an attorney, CPA, author, and frequent lecturer on a
variety of topics associated with law, accounting, and taxation.