Estate and Succession Planning for the 99%
OVERVIEW
The essence of estate and succession planning is to achieve an
integrated wealth management and succession plan that will achieve family
goals, protect family net worth and ensure succession of management over
several generations. Income tax considerations are more important than ever,
especially preserving the available “step-up” in income tax basis to “fair
market value” of assets owned at death. Human factors, including the avoidance
of family disputes over wealth, are most important, and tax and financial
advisors can and should be proactive in estate and succession planning for
their clients at all net worth levels. This webinar course provides key tools
to advisors that will allow for active, workable and tax-favoured planning to
be developed and implemented.
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| Inheritance Tax Rules |
WHY SHOULD YOU ATTEND
Ownership and Management of Property (Wealth) is key to proper
development of Net Worth, including active business and passive investment
assets that will survive inter-generational transfers at disability or death of
the owner of the property. Tax and financial advisors, as well as key family
members involved in wealth management and non-family key employees, all must
work together in estate and succession planning. Therefore, whether you are a
CPA, EA, attorney, financial advisor, or a management employee of the
closely-held business, this course is a key to your success in the process
involved in Family Wealth Planning.
AREAS COVERED
- Understanding the thrust and coverage of income and
transfer tax provisions of both Federal and State law.
- Consideration of factors involved in equity ownership
of assets, including business equity and real estate, as well as active
management of such wealth.
- Evaluation of family business, investment and personal
goals, and how to work them into an integrated Family Wealth Plan for the
family on a multi-generational basis.
- Development of an advisor team approach to integrated
planning, with each advisor having a useful and clearly understood role.
- Utilization of a “pro forma” financial and family
analysis of any given plan and how to communicate the plan to the family
members who must understand the plan and accept it.
- Ensuring clear, understandable documentation of the
plan, as well as periodic review and updating thereof, as necessary.
LEARNING OBJECTIVES
By reason of large exemptions from any Federal Estate and Gift
Tax, due to tax law changes in 2012 and 2017, most individuals, couples and
families will have no worry about incurring any Federal estate or gift tax. Yet
since “you can’t take it(meaning wealth) with you at death”, estate and
succession planning now is more important than ever. Therefore, families should
focus on lifetime planning so as to ensure maximum effective wealth transfers
both via gift and at death. This course will review planning alternatives and,
specifically, the 15 important reasons for tax and financial advisors to help
their clients with estate and succession planning.
WHO WILL BENEFIT
Those who will benefit from this webinar course include business
owners and managers, CPAs and Enrolled Agents, Certified Financial Planners,
Attorneys, Life Insurance and Securities Advisors.
For more detail please click on this below link:
Email: support@trainingdoyens.com
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616
Fax: +1-888-909-1882
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