Advanced Integrated Planning: Mastering Estate, Financial and Asset Protection Strategies
Overview
Building upon the principles introduced in the course “Integrated Estate, Financial, and Asset Protection Planning?A Breakthrough Approach,” this advanced program delves deeper into the complex interplay of estate planning, financial strategies, and asset protection techniques. Through real-world scenarios and detailed numerical examples, participants will gain a strong understanding of how to apply these integrated strategies to address the multifaceted needs of their clients. Although this course covers advanced material, prior completion of the introductory course is not required for participation. This course explores key topics such as navigating the current estate and gift tax landscape, handling complex trust structures, and addressing domicile considerations. Participants will be equipped to implement sophisticated planning strategies like family limited partnerships, intentionally defective grantor trusts, and charitable trust arrangements to optimize asset protection and financial planning outcomes for their clients.
Highlights
- Contemporary estate and gift tax landscape.
- Domicile considerations in estate and financial planning.
- Life insurance trust dynamics and tax implications.
- Transfers to split-interest trusts and associated tax considerations.
- Qualified personal residence trusts: benefits and challenges.
- Grantor retained trust arrangements and planning techniques.
- Charitable trust strategies and their complexities.
- Family limited partnerships: structure and benefits.
- Intentionally defective grantor trusts and their potential.
Prerequisites
Basic comprehension of estate and financial planning concepts
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Objectives
At the end of this course, you will be able to:
- Identify the interaction between estate planning, financial planning, and asset protection strategies.
- Discuss advanced methods for addressing clients' holistic financial planning needs.
- Apply estate and asset protection techniques in real-world scenarios.
- Analyze tax implications of transfers to various trust structures.
- Evaluate the benefits and challenges of life insurance trust dynamics.
- Implement strategies for charitable trust arrangements to meet client goals.
- Assess the structure and advantages of family limited partnerships.
- Interpret the role of domicile in integrated estate and financial planning.
Leader(s):
Leader Bios
Art Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, Esquire, is currently a shareholder in the law firm of Werner & Rocca, P.C., and in the lecture firm of Werner, Rocca & Susman Seminars, Ltd. Mr. Werner’s areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, Mr. Werner is an 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. A member of the Pennsylvania Bar, 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 well in excess of 500 eight-hour seminars over the past decade. Over the past ten years, Mr. Werner was 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.
Non-Member Price $210.00
Member Price $185.00