Key Estate Planning Considerations

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Trust and Estate Planning Continuing Education Course (CPE)

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, 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 Tax Planning techniques that are now being utilized.

In this Free Online CPE Webinar on Trust and Estate Planning we shall cover the following key topics:

  • 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 evaluate the purpose and importance of a Power of Attorney
  • To discuss the critical importance of planning in the case there is a disabled child or family member in the family
  • To discuss the implications of a failure to plan for one’s incapacity.
  • To discuss in detail the procedural aspects of Estate Planning before and after death

Recommended For

  • This IRS-Approved CE course is recommended for EAs, AFSPs, and Other Tax Professionals desiring to learn about estate planning and its tax implications.
  • This online CPE course for CPAs will prove valuable for PFS, CSAs, CVAs, CFAs, TEPs, and Other Finance Professionals involved in estate planning for their clients.

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00168-20-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00168-20-O)
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00528-21-O)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00168-20-O)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0180)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Elizabeth Forspan

Accounting Manager, FORSPAN KLEAR LLP

Elizabeth Forspan is the Managing Attorney of the law firm Forspan Klear LLP. Elizabeth’s areas of practice include Elder Care Planning, Estate Planning and Taxation. She regularly assists clients in achieving their Medicaid  Planning goals in a tax efficient manner through practical and considerate planning techniques.

Elizabeth often lectures on various aspects of Elder Care  Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care  Planning Issues for the New York State Society of CPA’s Annual Estate Planning Conference in New York City.  Elizabeth has also written and lectured extensively on the  topic of Casualty Loss Deductions.  Elizabeth co-authored  the award winning cover article for the February 2013  edition of  the CPA Journal entitled “Casualty Losses for  Property Damaged by Hurricane Sandy.”   In June of  2014, Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical  Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses.

About Company

FORSPAN KLEAR LLP

www.forspanklear.com/

Forspan Klear LLP is a law firm with a focus on Wills & Trusts, Elder Law/Medicaid Planning, Special Needs Planning, High Net Worth Estate Planning, Probate and Estate Litigation. Serving NYC, Nassau, Suffolk, Rockland and Westchester. ATTORNEY ADVERTISING.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.7

1539 Ratings

Excellent

1086

Very Good

386

Average

57

Poor

5

Terrible

5

MW

Mary Walker

Jun 11th, 2020

Elizabeth is an excellent instructor. She has great talent and knows how to engage and share her wealth of information at the same time. I give her 10 stars out of 5!

JS

Jayashree Subramanian, CPA (US), CA - ICAEW, EA

Sep 24th, 2021

Ms.Forspan was exemplary. The information was mind blowing and a must learn for tax and financial advisors. Though more NY focused, I'm glad I attended it because I recently acquired a NY client who is going through elder care planning for her father. The useful options I learned from this session is going to blow her mind.

KD

Kym Dinehart, CPA (US)

Jan 19th, 2021

This webinar could be extended out to 90-120 minutes based on the material the instructor has and could have gone through in detail. Instructor is full of energy and resources thus made it engaging for attendees. Second webinar I attended with her as the speaker. She is an enjoyable instructor. Thanks!

MK

Melissa Kaforey

Jan 18th, 2021

This is a great topic. Many times we have clients that come after making disastrous decisions because they did not talk with their accountant or lawyer. We then have to redirect them to one of these people for the following year tax season.

LD

Lisa Diggs, CPA (US)

Jan 18th, 2021

This MY CPE course has relevant content taught by a tenured, charismatic professional. I would suggest this class for almost anyone I know. Everyone can benefit from the information covered in this course.

Key Estate Planning Considerations

FREE

1 Credit

Subject Area

Taxes

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