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Discover How to Have Impactful Legacy Conversations

Description

Clear and actionable personal wealth documentation

Formulating an immediately actionable method to clarify legacy conversations is crucial to best serving your client.

In this webcast, you’ll learn:
– Practical strategies and resources to help clients relay intentions
– How best to create personal wealth documentation
– How to guide discussions about ethical wills, donor intent, and letters of wishes

Learning Objectives

Recognize the historical, literary and legal dimensions of Non-* binding instruments of self-* expression relevant to planning.
– Determine practical Strategies for how to introduce and discuss ethical Wills, letters of donor intent, and letters of wishes to clients
-* Identify resources and ideas to support clients in creating important personal wealth documents.

Major Topics

* Non* binding legal instruments
* Wills, letters of wishes, letters of donor intent
* client support and communication Strategies

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

* tax professionals who serve individual clients
-* CPA and Professional financial planners
– practitioners who provide tax, retirement, estate, investment, and/* or risk management planning services

Instructor(s)
Susan Turnbull
Prerequisites

Basic knowledge of financial planning and estate planning.

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
May 16, 2022
1:00 pm - 2:15 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

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$87.00

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$109.00
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Discover How to Have Impactful Legacy Conversations


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