Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies

Description

Lessons learned: Working with clients of blended or stepfamilies

It is estimated that more than half of Americans either have been or will be included in a blended family structure during their lifetime. Due to the situation-specific needs of blended and stepfamilies, you may need to revise your approach.

In this webcast, you will learn:
– Why traditional single couple planning solutions don’t work for blended families
– Planning techniques that are advantageous for the families
– Tips for supporting clients in complex situations

Learning Objectives

– Recognize why traditional single couple planning solutions don’t work for blended families.
– Determine planning techniques that are advantageous for these families.
– Identify ideas for how to support clients in these complex situations.

Major Topics

tax, estate, funeral, healthcare, and financial planning considerations for blended or stepfamilies
* key tips and pitfalls to heed when Advising blended families
* Conflicts of interest and ethical issues
* Joint tenancies, marriage contracts, and property agreements

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 serving individual clients
-* financial planners
-* management planning services
-* CPAs and CGMA designation holders
-* accounting and finance professionals

Prerequisites

Basic knowledge of financial planning and estate planning.

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Jun 21, 2022
1:00 pm - 2:30 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

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$76.00
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Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies


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