Wealth Management and Estate Taxation Changes (and How They Will Affect Your Clients) (Currently Unavailable)
Estate planning has changed — from income tax planning basis to funding family trusts. Noted estates and trusts practitioner, author and educator, Steven G. Siegel, J.D., LL.M., will guide you through this five-course on-demand CPE bundle to cover topics like real estate planning, the Spousal Limited Access Trust, transferring life insurance to charity and more.
The pandemic has created a greater urgency for people at all levels of wealth to address estate planning issues. Plans need to be prepared carefully to address issues including family needs, probate and taxes. 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.
Learn How to Use Family Trusts to Achieve a Range of Objectives for Clients
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2025 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Estate planners continue to emphasize trusts in their planning practices. They are being used for a wide variety of clients – not only the most wealthy, but also for a much broader part of the population. Why? Issues of financial management, asset protection, maturity concerns, matrimonial problems and tax planning can all be addressed with the use of trusts.
This course addresses why trusts are useful and necessary, and provides a survey of a wide range of trusts that are used in all aspects of planning, including simple, complex and grantor trusts, living trusts, life insurance and retirement trusts, trusts to be used in business succession planning, trusts for S corporation shareholders, trusts to be used in charitable planning, and special needs trusts. When they should be used by planners and clients as well as their income, gift, estate and GST tax consequences will be discussed.
Learn How to Prepare the Federal Estate Tax Return, Form 706
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2025 to receive credits
As more clients are using trusts for estate planning, asset protection and wealth management purposes, and in reaction to planning issues prompted by the pandemic, it is essential that practitioners develop practical knowledge regarding income taxation of trusts and estates. This webinar provides a concise and useful review of key issues and considerations that arise in connection with the income taxation of trusts and estates.
Total: 5 courses (16 CPE hours)
