Recognizing and Correcting Failures in a Client's Estate Plan (1 hour)

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Aug 4, 2020

Registration: 10:30 AM / Program: 11:00 AM - 12:00 PM Pacific Time


Member Fee: $39.00
Nonmember Fee: $59.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process.  There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process. 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process

Major Subjects

Recognizing Why Clients Fail Distinguish and Understand the Core Objectives of an Estate Plan Implementation of the Core Objectives Understanding the Needs of a Client How to Gather Data Disability Issues Distribution Issues Identifying Failures Proper Selection of Fiduciaries

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