Why should you be discussing Legacy Planning with your Clients?
3 mins
What Does Legacy Planning Consist Of?
8 mins
What does it take to Preserve a Legacy?
19 mins
Leaving Expressions of Love and Values
37 mins
Dynasty Trust Planning
52 mins
Purpose Based Planning
70 mins
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 free CPE workshop 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).
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
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.
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
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.
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.
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
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.5
(207)
60%
33%
6%
0%
0%
DN
Donald Nurse ,
Dec 11th 2020
The opportunity to grasp aspects of Estate Planning paves the way to assist Tax clients who may seek such guidance. The knowledge gained compliments previous understanding of several sub-areas. Overall a great and useful experience.
PW
Peter Wick ,
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 ,
Dec 12th, 2020
Thought the presentation was engaging and provided thought provoking situations to illustrate the concepts of Legacy Planning
KL
Kathleen Lehman ,
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 ,
Dec 11th, 2020
This was an excellent webinar on legacy planning, valuable in a CPA practice but also in personal planning.
MG
Monica Gardner ,
Dec 11th, 2020
This was more information than I was expecting and very engaging and applicable to real life situations.
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