Description
Clients think that estate planning only applies 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. Continually updated with the latest guidance
Highlights
• More than 20 documents that clients should have that are neither a will nor a trust
• Provisions you need in a will
• Trusts and other arrangements for children
• Durable powers of attorney for healthcare and for financial matters
• Asset protection strategies
• Developments relative to estate tax changes
Objectives
• Understand various documents used in estate planning
• Identify use of trusts and other financial arrangements
• Know what issues clients confront, and potential solutions
Designed For
CPAs who advise clients on estate planning.
Registration for this course has passed.
Course Pricing
WYOCPA Member Fee
$165.00
Non-Member Fee
$195.00
Late Registration Fee (will be added after September 11, 2019)
$100.00
Your Price
$295.00
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