20WA-0209: Recognizing and Correcting Failures in a Client's Estate Plan (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Wednesday, April 15, 2020
2:00pm - 3:00pm Central Time
1 CPE (1 technical) | 1 IRS CE
The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Having a thorough knowledge of tax law as well as 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 common mistakes in the estate planning process. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Major subjects
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Recognizing Why Clients Fail
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Distinguish and Understand the Core Objectives of an Estate Plan
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Implementation of the Core Objectives
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Understanding the Needs of a Client
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How to Gather Data
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Disability Issues
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Distribution Issues
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Identifying Failures
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Proper Selection of Fiduciaries
Learning objective(s)
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To assist the professional in understanding the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process
Who should take this program?
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Fees
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you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
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|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
