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Key Estate Planning Considerations

4.7 (1243)

Elizabeth Forspan

FORSPAN KLEAR LLP

Wednesday, March 17, 2021 | 03:00 PM EDT

  • AFSP
  • CPA (US)
  • 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 Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

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

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Estate planning can be divided into two topics: planning prior to death (premortem, or “traditional” estate planning) and post-mortem. Premortem is primarily about planning while post-mortem is more about administration, although in both phases can CPAs are needed for planning. 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. She will also review the current Federal estate Tax exclusion and some of the planning techniques that are now being utilized.

Major Topics Covered :

  • The Five Critical Planning Documents
  • Statutory Gifts Rider
  • Trusts
  • Revocable Trusts
  • IRC Section 121(a)
  • Section 121- Ownership Requirement
  • Annual Gift Tax Exclusion 

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] => 1243
    [average] => 4.6557
)
 

4.7

(1243)
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.