4.5 (207)

Glen Wagstaff

Inter Vivos, PLLC

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC

1.5 CPE | 1 CE


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1.5 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

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Before starting this self study program, please go through the instructional document.


  • 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

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm
  • Certified Public Accountant
  • Tax Professionals
  • Bookkeepers & Accountants & Tax Preparers





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.


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


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


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.


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


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