EVENT DESCRIPTION
The first part of the presentation will focus on estate and incapacity planning. We will review the documents associated with both including a description of each document and its uses. We will review the necessity for having each document and the pitfalls they help to avoid.
The last half of the presentation will focus on taxes associated with estates, and a discussion of the uses of trusts. We will review all taxes to be considered when someone passes away. Additionally, we will discuss a few types of trusts and how they can be used in an estate to help with tax planning.
EVENT OBJECTIVE
The first part of the presentation will focus on estate and incapacity planning. We will review the documents associated with both including a description of each document and its uses. We will review the necessity for having each document and the pitfalls they help to avoid.
The last half of the presentation will focus on taxes associated with estates, and a discussion of the uses of trusts. We will review all taxes to be considered when someone passes away. Additionally, we will discuss a few types of trusts and how they can be used in an estate to help with tax planning.
EVENT DETAILS
Company:
Frost & Associates LLC
Number of Hours:
1 (Recommended)
Prerequisite:
Knowledge of Tax Law Regulations
Program Level:
Update
Knowledge Level:
Intermediate
Delivery Method:
Group-Live
Number Of Days:
Food Included:
Light Dinner
Seminar Number:
Early Cut Off Date:
01/01/1970
Phone:
Venue:
,
Accommodations:
,
Recommended For:
CPA (1), EA (1)
Approved By:
NASBA, IRS