November 14, 2024


Live Webcast


NYSED 4

Select Estate and Life Planning Issues for the Middle-Income Client Webinar

November 14, 2024
Live Webcast
NYSED 4
  • View Bio

    Instructor

    Douglas
    Stives

    View Bio

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

  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • SECURE 2.0 updates
  • More than 20 documents that should be reviewed that are neither a will nor trust
  • Provisions you need in a will
  • Trusts and other arrangements for children
  • Durable powers of attorney for healthcare and for financial matters
  • Realistic retirement goals
  • Developments relative to estate tax, and the implications for planning

CPE Credits Available

NYSED 4
4
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and Financial Professionals who advise clients on estate planning

Provider

Surgent McCoy CPE LLC

This event has ended.