Select Estate and Life Planning Issues for the Middle-Income Client
Wednesday, Oct. 22, 2025
1-4:30 p.m. Central
4 CPE (4 technical) | 4 CFP | 4 IRS CE
Course code: 25SR-0017
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Many assume estate planning is only for the wealthy, but essential considerations impact clients at all income levels. Gain the knowledge to guide middle-income clients through key planning decisions. Learn how updates to the lifetime estate tax exemption and SECURE 2.0 affect estate strategies. Go beyond wills and trusts to identify over 20 critical documents that shape a comprehensive plan. Explore key provisions for wills, trust options for children and the importance of durable powers of attorney for healthcare and finances to protect your clients' interests and ensure their wishes are carried out.
Major subjects
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Changes to the lifetime estate tax exemption in light of proposed regulations
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SECURE 2.0 updates
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More than 20 documents that should be reviewed that are neither a will nor trust
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Provisions necessary in a will
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Trusts and other arrangements for children
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Durable powers of attorney for healthcare and for financial matters
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Realistic retirement goals
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Developments relative to estate tax, and the implications for planning
Learning objectives
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Understand various documents used in estate planning
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Identify use of trusts and other financial arrangements
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Know what issues clients confront, and potential solutions
Who should take this program?
- Accounting and financial professionals who advise clients on estate planning
Pricing
|
Standard Member Fee |
$220.00
|
 Standard Nonmember Fee |
$270.00
|
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