- This event has passed.
FULL – Estate Planning Overview for 2022 and Beyond
November 3, 2022 @ 8:30 am - 5:00 pm
$79.00
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