July 19, 2019


In-Person

Grand Junction
Grand Junction, Colorado


4 CPE

CANCELLED: Select Estate and Life Planning Issues For the Middle-Income Client

July 19, 2019
In-Person
4 CPE

CANCELLED: Select Estate and Life Planning Issues For the Middle-Income Client

  • Instructor

    Neil
    Brown

Learning Objectives

  • *

  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Major Topics

  • *

  • More than 20 documents that clients should have that are neither a will nor a trust
  • Provisions you need in a will
  • Trusts and other arrangements for children
  • Durable powers of attorney for healthcare and for financial matters
  • Asset protection strategies
  • Developments relative to estate tax changes

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs who advise clients on estate planning

Provider

Surgent CPE

This event has ended.