Estate Planning Strategies: Advanced Techniques and Tools

Overview

As the field of estate planning continues to evolve, navigating the complexities of a client’s estate issues requires a comprehensive understanding of corporate, estate, trust, and securities law. This course empowers practitioners to enhance their existing estate planning practice by exploring cutting-edge tools and techniques.

Objectives

At the end of this course, you will be able to: Identify advanced tools and techniques in the estate planning process, enabling them to deliver more sophisticated and tailored solutions for their clients

Highlights

Examining the dynamics of estate planning in the contemporary context

Analyzing the implications of the evolving Internal Revenue Code on estate planning strategies

Meeting the requirements for charitable deductions and their tax implications

Utilizing gifts of closely held stock to generate charitable contribution deductions

Identifying scenarios suitable for the application of charitable split-interest trusts

Complying with the requirements and benefits of these trusts

Understanding generation-skipping transfers and their associated tax implications

Learning the computation of generation-skipping transfer tax

Recognizing when life insurance can serve as a valuable estate planning tool

Exploring the advantages and planning techniques of using life insurance trusts

Examining various life insurance options and their distinctive features

Assessing the tax implications surrounding private annuities

Uncovering how life insurance can complement private annuities in estate planning

Understanding the strategic importance of split-interest purchases in effective planning

Delving into the implementation of GRIT, GRAT, GRUT, and QPRT strategies

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Prerequisites

Moderate experience in estate planning

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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