This is an AICPA 2019 Forensic & Valuation Services Conference session rebroadcast. This session will focus on the estate planning process, when clients should start, key considerations, differences by state, basic estate planning documents, popular estate planning techniques, how valuations play into estate planning, and key court cases relating to valuations for estate planning.
1. Examine estate planning: Key documents and techniques; when to start; who to involve; key considerations; and basic estate planning process 2. Identify the differences between states for estate planning considerations 3. Examine how valuation professional get involved in estate planning 4. Examine the financial and emotional considerations in estate planning and review key court cases involving valuation and estate planning/settlement
1. Gift and Estate Planning
2. Valuation Engagements
Professionals who perform gift and estate tax and valuation engagements will benefit from attending this webcast.