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Estate and Life Planning Issues for the Middle-Income Client

Nov. 11
8:00 a.m. - 4:00 p.m.

Red Lion Hotel Harrisburg Hershey
Harrisburg - Map it

CPE Credits



PICPA Member: $275 | Nonmember: $375

CLE Credit Add-On: $50

 More Information

Course No.
Accepted for CFP® and IRS 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.


  • 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


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.

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