Select Estate and Life Planning Issues for the Middle-Income Client

Course Details


Tuesday, September 24, 2019

8:00am – 12:00pm (Registration: 7:30am)


Hilton Garden Inn Casper

1150 N. Poplar St.

Casper, WY 82601


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CPE Credit

4 hours CPE credit

Level of Knowledge



Surgent & Associates, LLC


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


• 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


• 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

Applicable if you are a WYOCPA member in good standing.

Non-Member Fee

Applicable if you are not a WYOCPA member.

Late Registration Fee (will be added after September 11, 2019) $100.00
Your Price $295.00

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