Integrated Estate, Financial, and Asset Protection Plannning: A Breakthrough Approach

Overview

Estate planning, financial strategizing, and asset protection are deeply interconnected, with each influencing the others in significant ways. This course explores the intricate relationships between these key planning areas and provides a comprehensive sequence for orchestrating successful planning efforts. By addressing complex scenarios such as single-parent considerations, the course equips practitioners with the tools to offer holistic planning services that benefit their clients across estate, financial, and asset protection needs.

Participants will gain an understanding of how to manage risk, maximize tax benefits, and address unique planning challenges, from disability to qualified plan distributions. This course is an indispensable addition for professionals seeking to provide integrated planning services to their clients.

Objectives

At the end of this course, you will be able to:

Identify the interplay between estate planning, financial planning, and asset protection planning techniques and their impact on client welfare.

Discuss comprehensive planning methodologies that address clients' holistic needs.

Apply strategies to manage risk within a total financial plan.

Analyze life insurance needs and associated tax concepts.

Utilize tax benefits in education planning for client advantage.

Develop plans for disability and death considerations.

Plan for IRA and qualified plan distributions in estate and financial planning.

Address intake issues across estate, financial, and asset protection planning.

Highlights

Initiating a "total plan" (in a nutshell)

Managing risk within the total plan

Life insurance-needs analysis and tax concepts

Tax benefits in education planning

Planning for disability

Basic issues in planning for death

Planning for IRA and qualified plan distributions

Estate/financial/asset protection intake issues

Designed For

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

Prerequisites

Basic understanding of estate and financial planning fundamentals

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.

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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