WEBCAST: Estate, Financial, and Income Tax Planning for the "Non-Traditional" Client (17W372)
REGISTRATION STATUS:
Online registrations are closed for this event. We can take your registration over the phone at 800-782-2036.
Description:
Reality - Not every client fits "The Norm". 2010 US Census Results - Over 8,000,000 households consisted of unmarried partners (1 out of every 20 households) State and federal laws include many protections for "traditional clients." In order for "non-traditional clients" to protect themselves, it is imperative that these individuals take steps to ensure their joint assets and financial security.
Objectives:
To provide the practitioner with an understanding of the special issues that exist when planning with non-traditional clients
Major Topics:
- Understand the issues
- Long Term Relationship Agreements
- Special Issues in Powers of Attorney and Living Wills
- Properly titling of assets
Who Should Attend:
EAs, CPAs, financial planners, attorneys
Prerequisite:
None
Advanced preparation:
None
