December 23, 2025


Live Webcast


NASBA 4

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

December 23, 2025
Live Webcast
NASBA 4
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    Instructor

    John
    Evanich

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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

NASBA 4
4
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

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.