Virtual
Pre/Post-mortem Income, Estate Planning for the Terminally Ill 2024
Date: March 24, 2025
Time: 8 – 11:30 a.m. PT
Member
$159.00
Nonmember
$209.00
Members, log in to access your discount.
Overview
Your client just informed you of their terminal illness. What do you do from a tax, financial, insurance, investment, retirement, and estate planning point of view? Decisions you make before death lay the groundwork for planning choices after death. Randy Gardner discusses the strategies that will prepare you for the best post-mortem outcomes and help you put your client's mind at ease.
Product Code
1000002676-124856
Credit Type
CPE: 4CFP: 4CPE-Technical: 4IRS-TX: 4MCLE LS-TX: 3Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Getting your clients' affairs in order—asset ownership, avoiding probate, and beneficiary designations
- Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections
- Investment assets—which ones to sell and which ones to hold
- Retirement assets and tax bracket management
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.