Traps & Pitfalls in Estate Planning

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  • Date/Time
    • Sep 24, 2019
    • Sign In: 7:45am (MT)
    • Program: 8:00am - 3:45pm (MT)
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  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 8.00
  • Credit Type(s)
    • Taxation (8.00)
  • Prerequisites
    • Moderate experience in estate planning

  • Vendor
    • Werner, Rocca & Susman Seminars, Ltd.
  • Level
    • Intermediate
  • Fields of Study
    • Estate / Financial Planning
    • Taxation
  • Message
    • 1/2 hour lunch included

Description

Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.

Designed For

  • CPAs
  • EAs
  • Attorneys
  • Financial Planners
  • Insurance Agents
  • Bankers
  • Objectives

  • List the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.
  • Highlights

  • The need to properly coordinate the efforts of different advisors
  • Distinguish and understand life and death planning issues
  • Distinguish and understand tax and non tax planning issues
  • Proper use and funding of trusts
  • Mistakes made in the disposition of assets
  • Understand the special issues of the single taxpayer
  • Understand the special issues of same sex couples
  • Mistakes made in planning for beneficiaries with special needs
  • Proper choice of fiduciaries
  • Understand what needs to be in place
  • Advanced Prep

  • Download manual and test usability prior to morning of seminar
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    Leaders

    Art Werner

    werner

    Art is currently a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Art is an adjunct professor of taxation in the Master of Science in Taxation program at Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School of Widener University.

    Art lectures extensively to certified public accountants, enrolled agents, insurance agents, and financial planners in the areas of estate planning, financial planning, and estate and gift taxation. He has presented well in excess of 1,500 seminars over the past fifteen years. Art has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of CPAs, awarded the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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