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Legal and Financial Strategies For Legacy Planning

  • AFSP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • CRTP
  • CSA
  • Maryland Tax Prep.

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

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

DID YOU KNOW – on average that most inheritances are gone within 5 years?

Clients usually believe that estate planning is only for the wealthy but this isn’t the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn’t apply. Strategies for clients have changed dramatically during these engaging times. Tax and financial advisors need to understand the best planning options available to clients for the short and long-term planning time frame.

In this online CPE webinar, we will cover the following topics to help you in having conversations with your clients about planning their legacy and establishing a multi-generational plan:

  • The Rockefellers – how they established a multi-generational wealth plan
  • The Immortal You – Here On Earth (Facebook, Digital media, business, etc.)
  • The Family Power Grid – the influences, relationships, and interactions of powerful families
  • Dynasty Trusts – Multi-generational property protection and limiting tax exposure
  • The Family Bank
  • Charitable Planning and Foundations

Glen Wagstaff, an experienced Estate Planning attorney, will be providing a workshop for Financial Professionals to help them guide their clients with strategies to discuss planning their legacy and establishing multi-generational wealth (The Rockefeller Strategy).

Click for more webinars on Tax planning | Financial Planning | Retirement planning etc

Learning Objectives

  • To recognize Estate Planning as a universal need
  • To identify how Rockefellers establish a multi-generational wealth plan
  • To recognize you as an immortal
  • To explore the family power grid
  • To explore how dynasty trust can be a multigenerational property protection tool

Recommended For

  • The IRS-Approved CE course is recommended for CPAs, EAs, AFSPs, and Other Tax and Finance Professionals involved in advising their clients over legacy planning matters.
  • This CPE course is recommended for PFS, TEPs, CSAs, and Other Finance Professionals engaged in advising clients over estate planning matters. 

    Who Should Attend?

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

    Course Qualification

    Webinar Qualifies For

    • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00350-20-O)
    • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00350-20-O)
    • 1 CE Credit for Annual Filing Season Program (AFSP)
    • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0355)
    • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1.5 CE Credit for Certified Senior Advisor (CSA)
    • 1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00350-20-O)
    • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
    • 1.5 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)

    Presenter

    About Presenter

    Glen Wagstaff

    Managing Partner Inter Vivos, PLLC

    Practicing Attorney specializing in niche areas of Estate Planning and Probate law. Founding Member and Managing Partner of Inter Vivos, PLLC

    Financial Consultant with experience in client relations, personal financial planning, group presentations, hiring interviews, and client consultations. 

    About Company

    Inter Vivos, PLLC

    www.intervivosplan.com/

    Our Mission:

    To provide every family with access to quality estate planning that they can afford specific to their needs

    Our Vision:

    As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

    Our Business Philosophy:

    We Believe In:


    • Providing the highest quality of plans available at a reasonable cost
    • Maintaining long term meaningful relationships with our clients;
    • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
    • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
    • Providing specialized representation rather than wandering into many separate areas of legal practice;
    • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
    • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

    Our Approach to Planning:


    A Life Plan

    The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.

     

    A Transfer Plan

    There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.

     

    A Family Plan

    For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.

     

    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

    4.5

    215 Ratings

    Excellent

    132

    Very Good

    69

    Average

    13

    Poor

    1

    Terrible

    0

    PW

    Peter Wick, CPA (US), Tax Pros

    Dec 14th, 2020

    It was a little bit more basic than I thought it would be, but it did still make me think about things.

    MW

    Martin White, CPA (US)

    Dec 12th, 2020

    Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning

    KL

    Kathleen Lehman, CPA (US)

    Dec 11th, 2020

    The instructor did a great job explaining the subject matter (which I don't work with in my current role). He used real-life examples to put the recommendations in an appropriate context that was easy to understand. Great webinar, with actionable recommendations.

    PK

    Paul Kimmel, CPA (US), Tax Pros

    Dec 11th, 2020

    This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.

    MG

    Monica Gardner, CPA (US)

    Dec 11th, 2020

    This was more information than I was expecting and very engaging and applicable to real life situations.

    Legal and Financial Strategies For Legacy Planning

    $15

    1.5 Credits

    Subject Area

    Taxes

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