Protecting Personal Assets and Minimizing Estate Taxes at Death Training Seminar
Stay On Top of the Latest Asset Protection Strategies
With constantly evolving strategies and tax laws, you need the latest information in order to give your estate planning clients the security, savings and control they ask for. As clients' needs become more complex and their expectations grow, you have to stock your arsenal with state-of-the-art tools--and you need to know how to use them.
This valuable, one-day seminar is designed to give you a practical user's guide to top-of-the-line asset protection strategies. Discover a wide variety of techniques and examine current issues that may affect your clients' estates. Our experienced faculty will share with you their extensive knowledge and skill in preserving wealth. They'll cover basic issues in estate tax planning, asset protection vehicles and some of the more sophisticated estate planning strategies.
Get up to speed on the latest asset protection techniques:
- Learn how to use the unified credit and marital deduction as tax planning tools.
- Understand the expenses involved on a fiduciary income tax return.
- Put together an action plan for using family limited partnerships in estate planning.
- Find out how trusts can be used as limited partner.
- Look at some of the control issues involved with family limited partnerships.
- Understand both advantages and disadvantages of a living trust.
- Examine various techniques for sophisticated estate planning.
- Get the latest updates on the generation skipping tax.
- Find out which Chapter 14 special valuation rules you should and shouldn't use.
- Identify common retirement and estate tax concerns that you may be asked to handle.
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