Kentucky Society of Certified Public Accountants

Overview

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Prerequisites

None

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

Highlights

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
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Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0396

8 CPE Credits

Tax: 8 Credits

Registration

Member Price:

$159

Non-member Price:

$209