Self-Study

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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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 objectives

• 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

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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Related programs

Jan. 27, 2025 | Comprehensive Estate Planning: Administration and Postmortem Strategies | Webinar

Jan. 28, 2025 | Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate | Webinar

Jan. 30, 2025 | Estate Planning for Today and Beyond | Webinar

Feb. 6, 2025 | Estate Planning for Today and Beyond | Webinar

Feb. 6, 2025 | Top 10 Things to Know About Estate Taxation and Planning | Webinar

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Related products

Surgent's How to Settle an Estate: An Overview | Self-Study (Downloadable PDF)

Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas | Self-Study (Downloadable PDF)

Surgent's Estate and Life Planning Issues for the Middle-Income Client | Self-Study (Downloadable PDF)

Surgent's How to Settle a Client's Estate | Self-Study (Downloadable PDF)

Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area | Self-Study (On-Demand)

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