Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

Overview

In a landscape of evolving legislation, anticipated changes, and recent legal developments, estate planning practitioners face unique challenges when advising non-traditional clients on their estate planning needs. This comprehensive course delves into the complex issues and techniques surrounding estate planning, equipping professionals with the knowledge and strategies to navigate uncertain or changing legislative frameworks. Participants will gain a deep understanding of the impact of new legislation, recent case law developments, and Internal Revenue Service rulings, enabling them to effectively guide their non-traditional clients through the intricacies of estate planning.

Highlights

Comprehensive understanding of new legislation and its impact on estate planning. Analysis of estate tax issues and effective planning techniques. Examination of gift tax issues and corresponding planning techniques. Strategies for addressing generation-skipping transfer tax issues. Exploration of both tax and non-tax considerations and planning techniques. Estate planning considerations for tax-deferred retirement funds. Understanding the interplay between education issues and estate planning. Navigating step-up in basis issues for effective estate planning.

Prerequisites

Moderate knowledge of Federal Estate and Gift Taxation

Designed For

EAs, attorneys, financial planners, insurance agents, and bankers

Objectives

At the end of this course, you will be able to: Recognize and assess estate planning issues and techniques relevant to non-traditional clients.