CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Key Estate Planning Considerations

  • AFSP
  • CFEs
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA
Key Estate Planning Considerations

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 PL credit for Chartered Financial Analyst (CFAs)

1 CPE credit for Certified Fraud Examiners (CFEs)

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

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

1 CPD credit (Verifiable) for CPA/PFS

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

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

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00528-21)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

Click Here

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

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

Testimonial

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    [average] => 4.6591
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4.7

(1329)
71%
25%
3%
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.