Frost & Associates August Event - The Nuts and Bolts of Estate Planning

Frost & Associates August Event - The Nuts and Bolts of Estate Planning
January 01, 1970
12:00 AM
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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