Top 10 Things Financial Planners Need to Know About Estate Planning (8 hours)

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Nov 6, 2020

Registration: 6:00 AM / Program: 6:30 AM - 2:00 PM Pacific Time


Member Fee: $295.00
Nonmember Fee: $400.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Clients believe that estate planning is only for the wealthy. This isn't the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to fairly pass assets to future generations; to provide education benefits; to distribute retirement benefits; and to provide a charitable legacy. Estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques.

Designed For

CPAs, financial planners and tax preparers.


Identify new developments in estate, tax, retirement and financial planning. Recognize issues that require updates to an existing plan, and traps for the unwary. Select applicable planning techniques for beneficiaries to maximize after-tax assets. Understand portability and when it should be elected.

Major Subjects

Exemptions and exclusions Portability and step-up in basis Asset valuation Discounts Marital and charitable deductions Deductions: Transmission expenses and Administration expenses (706 or 1041) Income in respect of a decedent and retirement plan assets Life insurance and annuities Trust or estate administration Trust funding