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Instructor
Arthur Werner
Instructor
Having a thorough knowledge of tax law as well as non-tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.
List the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.
The need to properly coordinate the efforts of different advisors
Distinguish and understand life and death planning issues
Distinguish and understand tax and non-tax planning issues
Proper use and funding of trusts
Mistakes made in the disposition of assets
Understand the special issues of the single taxpayer
Understand the special issues of same sex couples
Mistakes made in planning for beneficiaries with special needs
Proper choice of fiduciaries
Understand what needs to be in place beyond the legal documents (properly advising the living from “the grave”)
Moderate experience in estate planning
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers