Estate and Life Planning Issues for the Middle-Income Client

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Nov 13, 2018

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Clients think that estate planningĀ applies only to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to potential estate tax repeal, and the implications for planning.

NOTE: This course qualifies for PTIN credit. In order to receive PTIN credit, please note your PTIN number on the attendance record at the end of the course. Surgent will report credit at the end of each quarter.

If you have questions, you can contact Professional Development at 503-641-7200, ext. 3 or email

Designed For

CPAs who advise clients on tax planning.


Understand estate-planning issues unrelated to federal tax planning * Inventory the documents relevant to estate preservation * Understand methods of providing for children and the spouse.

Major Subjects

More than 20 documents that should be reviewed that are neither a will nor trust * Applicable rates, and tactics that may be used to minimize them * Reducing the impact of ancillary administration * Provisions you need in a will * When a trust is needed for children * Durable powers of attorney, for financial matters and for healthcare * Asset protection strategies: upsides and downsides * Management of insurance: umbrella liability, disability, and life * Dealing with 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 spouseā€™s unused exemption amount * Developments relative to potential estate tax repeal, and the implications for planning.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email