September 24, 2025


Live Webcast


NYSED 8

Estate and Life Planning Issues for the Middle-Income Client Webcast

September 24, 2025
Live Webcast
NYSED 8

Estate and Life Planning Issues for the Middle-Income Client Webcast

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    Instructor

    John
    Evanich

    View Bio

Learning Objectives

  • Understand estate planning issues unrelated to federal tax planning
  • Inventory the documents relevant to estate preservation
  • Understand methods of providing for children and the spouse

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
  • Applicable rates, and tactics that may be used to minimize them
  • Reducing the impact of ancillary administration
  • Provisions you need in a will
  • When a trust is needed for children
  • Durable powers of attorney, for financial matters and for healthcare
  • Realistic retirement goals
  • Management of insurance: liability, disability, and life
  • Dealing with marriage and divorce
  • Titling assets effectively
  • Developments relative to estate tax, and the implications for planning

CPE Credits Available

NYSED 8
8
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 tax planning

Provider

Surgent McCoy CPE LLC

This event has ended.