Traps and Pitfalls in Estate Planning

Description

Having a thorough knowledge of a variety of areas of tax and non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to these common mistakes in the estate planning process.

Learning Objectives
  1. To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.
Major Topics
  1. The need to properly coordinate the efforts of different advisors
  2. Distinguish and understand life and death planning issues
  3. Distinguish and understand tax and non tax planning issues
  4. Proper use and funding of trusts
  5. Mistakes made in the disposition of assets
  6. Understand the special issues of the single taxpayer
  7. Understand the special issues of same sex couples
  8. Mistakes made in planning for beneficiaries with special needs
  9. Proper choice of fiduciaries
  10. Understand what needs to be in place beyond the legal documents (properly advising the living from "the grave")
Course Level
Update
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
Experience with estate planning
Advanced Preparation
  1. None
Location

Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093

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When
Sep 28, 2017
8:00 am - 3:30 pm
Location
Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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Traps and Pitfalls in Estate Planning


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