Customer Service: 800-778-7436     Contact

    Log In to Your Surgent Account

    Forgot Password | Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

  • Format Live Seminar
  • Credits 4
  • Level Basic
  • Field of Study Taxes (4)

To register for a live seminar, visit the sponsoring state society’s website.

See Locations for this Course

Overview

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.

Major Topics

  • More than 20 documents that clients should have that are neither a will nor a trust
  • Provisions you need in a will
  • Trusts and other arrangements for children
  • Durable powers of attorney for health care and for financial matters
  • Asset protection strategies

Learning Objectives

  • Understand various documents used in estate planning
  • Identify use of trusts and other financial arrangements
  • Know what issues clients confront, and potential solutions

Who should take this course:


CPAs who advise clients on estate planning

None

None

Yes

Yes

No

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Thank You!

Thank You! Your subscription has been submitted.