In this practical webinar, you will learn the fundamental estate planning strategies for clients with medium and large estates.
Upon course completion, you will be able to:
- Outline the framework for recommending and implementing tax efficient strategies relating to the current gift, estate, and generation skipping transfer tax exemptions
- Analyze flexible testamentary planning strategies and lifetime gifting techniques
- Describe non-tax aspects of planning for significant estates, including:
- Fiduciary selection
- Asset protection planning
- Income tax planning
Program Level: Intermediate
Credit Type: Group Internet Based for the Live Program.
Field of Study: Taxes-Technical