Estate Planning Overview for 2021 and Beyond

Developed especially for: CPA’s, CFP’s , & Insurance Professionals

Receive 16 Hours of CE Credit!

The presentation will cover the following:

Day 1
* Effective Estate Planning The
World has Changed
* Introduction to Income &
Estate Taxation
* Evolving Tax Issues for 2022
* Problems with Traditional
Planning
* Revocable Living Trusts
* Planning that Focuses on
Client’s Goals
* Irrevocable Life Insurance
Trusts

Day 2
* Planning with Tax Cuts and
Job Acts, Other Tax Savings
* Asset Protection, Safety from
Creditors and other Predators
* Planning for Retirement
Benefits
* Probate and Trust
Administration
* Planning for Estates with Firearms

*

Breakfast, Lunch, and Beverages Provided Both Days