WEBCAST: Estate, Financial, and Income Tax Planning for the "Non-Traditional" Client (17W372)
Online registrations are closed for this event. We can take your registration over the phone at 800-782-2036.
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.
To provide the practitioner with an understanding of the special issues that exist when planning with non-traditional clients
- 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