24SS-0333: Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
4 CPE (4 technical)  |  4 IRS CE

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

Major subjects

• Changes to the lifetime estate tax exemption in light of proposed regulations
• SECURE 2.0 updates
• More than 20 documents that should be reviewed that are neither a will nor trust
• Provisions you need in a will
• Trusts and other arrangements for children
• Durable powers of attorney for healthcare and for financial matters
• Realistic retirement goals
• Developments relative to estate tax, and the implications for planning

Learning objective(s)

• Understand various documents used in estate planning
• Identify use of trusts and other financial arrangements
• Know what issues clients confront, and potential solutions

Who should take this program?

Accounting and financial professionals who advise clients on estate planning

Fees

Standard Member Fee	$79.00
Standard Nonmember Fee	$79.00

Related programs

May 6, 2024 | Postmortem Estate Planning Primer | Webinar

May 7, 2024 | Postmortem Decisions that Must be Considered | Webinar

May 8, 2024 | Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area | Webinar

May 21, 2024 | Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate | Webinar

May 22, 2024 | Ensuring Financial Wellness: The Role of Estate Plans, Wills and Insurance | Webinar

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