CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Legal And Financial Strategies For Legacy Planning

4.7 (3)

Glen Wagstaff

Inter Vivos, PLLC

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA

Published: January, 2021

1.5 Credits

$15

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-00350-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0355)

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

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 for Oregon Tax Preparers (Approval No. GEHNZ-T-00350-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00350-20-S)

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292383)

1.5 CE credit for Certified Senior Advisor (CSA)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Click Here to Register

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

Overview

  • 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?

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

Testimonial

4.7

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