What You'll Learn
Using an actual case study design book, estate planning attorney Steve Mancini will share the assets, liabilities, facts, goals, and key drivers that lead to the wealth design concepts used for a business owner client.
Attendees will learn how to combine…
Using an actual case study design book, estate planning attorney Steve Mancini will share the assets, liabilities, facts, goals, and key drivers that lead to the wealth design concepts used for a business owner client.
Attendees will learn how to combine strategies such as CRUTs, DAFs, TCLATs, 1045 Tax-free Exchanges, Section 1202 Exclusions, NINGS, SLATs, and ILITS to lesson estate/income/capital gains taxes as well as create deferred inheritance, make large charitable contributions, diversify assets in a tax-free environment, protect assets from potential creditors, and much more.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
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: www.nasbaregistry.org.