Common Estate Planning Mistakes and How to Avoid Them Webinar
January 01, 1970
12:00 AM
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EVENT DESCRIPTION
This course will address the mistakes that clients typically make – and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mistakes.Topics Covered
Failure to Plan
Outdated Planning
Has Portability Been Addressed?
Handling Collectibles and Tangible Assets
Is there Awareness of Generation-Skipping Issues?
Mistakes made with life insurance policy and retirement plan beneficiaries
Insufficient Consideration to the choice of fiduciaries
Not properly understanding how trusts work
Cautions about how charitable giving should be designed and presented
EVENT OBJECTIVE
Learning ObjectivesRecognize the complexity of planning issues and why clients need to address them
Identify and apply specific suggestions about how to improve retirement plan and life insurance beneficiary designations
Describe protective arrangements for client assets
Differentiate types of trusts and how they should be considered
Recognize how to become an effective advisor for clients and their tax and estate planning needs
EVENT DETAILS
Company:CCH
Number of Hours:
2 (Recommended)
Prerequisite:
None
Program Level:
Update
Knowledge Level:
Basic
Delivery Method:
Group Internet Based
Number Of Days:
Food Included:
Seminar Number:
Early Cut Off Date:
01/01/1970
Phone:
Venue:
,
Accommodations:
,
Recommended For:
CPA (2), EA (2)
Approved By:
NASBA, IRS