Courses

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

Registration Closed

Member Price: $0.00 Non-Member Price: $0.00

Date/Time:: Nov 19, 2018, 1:00pm–4:30pm
Venue:: Capitol Plaza Hotel (Montpelier, VT 05602)
100 State St.
Montpelier, VT 05602
Developer:: Surgent McCoy CPE, LLC
Level:: Basic

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.

Objective

* Understand various documents used in estate planning * Identify use of trusts and other financial arrangements * Know what issues clients confront, and potential solutions

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

Designed For

CPAs who advise clients on estate planning

Prerequisite

None

Advanced Preparation

None