Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach

Description

Estate planning, financial planning, and asset protection planning services cannot be performed in a vacuum – each of these elements has a major impact on the others. In this course, the participant will lear the interrelationships between each of these planning areas and the proper sequencing of planning activities among them. Special planning circumstances (for example, single parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients.

Learning Objectives
  1. To provide practitioners with an understanding of how the interrelationship of estate planning, financial planning and asset protection planning rechniquies affect their clients
  2. To utilize the above understanding as a method of producing a more complete approach to assisting clients in accomplishing their total planning needs.
Major Topics
  1. Initiating a "total plan" (in a nutshell)
  2. Managing risk within the total plan
  3. Life insurance - needs analysis and tax concepts
  4. Tax benefits in education planning
  5. Planning for disability
  6. Basic issues in planning for death
  7. Planning for IRA and qualified plan distributions
  8. Estate/financial/asset protection intake issues
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Tax
Advanced Preparation
None
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, financial planners, attorneys, insurance agents, bankers
Instructor(s)
Anthony Rocca
Prerequisites
Basic knowledge of estate, financial or asset planning
Advanced Preparation
  1. None
Location

Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743

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When
Nov 28, 2017
8:00 am - 3:30 pm
Location
Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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Integrated Estate, Financial and Asset Protection Planning – A Breakthrough Approach


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