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As advisors, the value you can bring to clients through estate planning goes far beyond estate tax savings. Even for those clients who will never approach the $13.61M threshold for federal estate tax, there are important strategies that will help them better meet their goals and preserve generational wealth.

In this webinar, Patrick Carlson, Product Counsel at Vanilla, will cover how to approach basis, capital gains, income tax, and more. In addition to foundational estate planning concepts, Patrick will discuss flags you should look for when examining an existing plan or helping craft estate strategies that are relevant for clients without estate tax worries.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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