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Key Estate Planning Considerations

4.6 (1123)

Elizabeth Forspan

FORSPAN KLEAR LLP

Thursday, August 13, 2020 | 03:30 PM EDT

  • AFSP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CFE
  • ERPA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00168-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0180)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00168-20-O)

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00168-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Additional Dates

Jun 14, 2021 | 03:30 PM EDT Register

Course Description

Elizabeth Forspan, Esq. of Forspan Klear LLP will discuss the key estate planning documents that individuals should have, with a heavy focus on advance directives and various types of testamentary trusts, including supplemental needs trusts. Elizabeth will also review the current Federal estate Tax exclusion and some of the planning techniques that are now being utilized.

Learning Objectives

  • To understand the purpose and importance of a Power of Attorney
  • To understand the critical importance of planning in the case there is a disabled child or family member in the family
  • To understand the implications of a failure to plan for one’s incapacity.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CEO
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

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(
    [no_of_record] => 1123
    [average] => 4.6492
)
 

4.6

(1123)
71%
25%
4%
0%
0%

CD

What happens you ask when very useful information meets a very skilled presenter, you get this webinar. Thank you Elizabeth and myCPE for bringing to us this wonderful webinar.

DN

A very interactive webinar by Elizabeth. The info provided by her is going to be very helpful. Thank you myCPE and Elizabeth.

AK

This webinar will present you exhaustive information that is going to clear so many things about the subject. Elizabeth is very thorough with the subject.

AL

The presentation style of Elizabeth is commendable. She presents information in a very clear and precise manner that makes it easier to grasp and understand. Thank you myCPE for bringing to us this wonderful webinar.

ER

This course is for everyone. I cannot think of anyone who wouldn’t benefit from this course. Highly knowledgeable presenter and very useful information presented by Elizabeth. Thank you myCPE.

KW

Beyond amazing is all I can say. Thank you Elizabeth.