Legal And Financial Strategies For Legacy Planning

  • CFP (US)
  • CPA (US)

Published: January, 2022

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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

Recommended For

  • This Online CPE webinar on taxes is recommended for CPAs and Accounting Firms who wants to expand their business practice in supporting their clients’ financial planning.

    Who Should Attend?

    • Accounting Firm
    • Certified Public Accountant (CPA)
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1.5 CE Credit for Certified Financial Planner (US) (Approval No. 292383)

    Additional details

    • Course Level :
      Basic
    • Credits :
      1.5
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
      None
    • Advance Preparation :
      None

    NASBA APPROVED

    MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

    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.

    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

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    • 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

    31 Ratings

    Excellent

    19

    Very Good

    10

    Average

    2

    Poor

    0

    Terrible

    0

    ER

    Edmund Ricker, CFP (US), EA

    Dec 11th, 2021

    An excellent presentation with useful information that I can apply to my client base.

    MG

    Maribel Gerstner, CFP (US)

    May 5th, 2022

    One of the better my CPE courses I've taken. The instructor was clear, used good examples, and it was a comprehensive discussion of the topic.

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