Self-Study

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

---

Unlock more for less. This course is included in Surgent's Unlimited Plus CPE Subscription -- just $625 (plus tax) gets you unlimited access to all Surgent webinars and self-study courses, including this one. Maximize your ROI and learning potential -- order now!

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.

---

Related programs

Aug. 21, 2026 | Estates and Trusts: Executor Duties and Tax Responsibilities in Estate Administration | Webinar

Aug. 26, 2026 | Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area | Webinar

Sept. 3, 2026 | Estate Planning for Today and Beyond | Webinar

Sept. 4, 2026 | Estate Planning Strategies: Advanced Techniques and Tools | Webinar

Sept. 8, 2026 | Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate | Webinar

---

Related products

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

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 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)

---