Advanced Integrated Planning: Mastering Estate, Financial,and Asset Protection Strategies WEBCAST

Overview

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. 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

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.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

Leader Bios

Arthur Werner, Shareholder, Werner-Rocca Seminars Ltd

4.94 stars out of 5 - speaker rating for 2019

“Art Werner is a great speaker. Smart and entertaining.”
“Very well done! [Art Werner is] engaging and answered questions.”
“Great use of examples [by Art Werner], made the day fly by.” - past attendees

Art Werner is currently a shareholder in and is the President of the lecture firm Werner - Rocca Seminars, Ltd. Mr. Werner’s areas of expertise include business, tax, financial, and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University located in Philadelphia, Pennsylvania. 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. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Insurance Agents, and Financial Planners, and has presented well in excess of 2,000 eight-hour seminars over the past 20 years. Over the past 20 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.

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