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CPE for CPA Today - Traps & Pitfalls in the Estate Planning Process

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Course Description

Here we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps and pitfalls, but, today we are going to focus on 6 specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

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Learning Format 1 Hours
Self-Study / On-Demand

Credit Type(s)
Taxes