Estate Planning Strategies: Advanced Techniques and Tools WEBCAST

Overview

Estate planning continues to grow more complex as professionals face evolving tax laws and the integration of corporate, trust, and securities considerations. This course equips estate planning practitioners with advanced tools and techniques to provide sophisticated, tailored solutions for their clients. Topics include generation-skipping strategies, charitable planning, life insurance trusts, and tax-saving opportunities under current rules. Attendees will gain the insights needed to confidently navigate complex estate structures and develop plans that maximize tax efficiency and meet family legacy goals.

Highlights

Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code. Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock. Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities. Developing strategies for generation-skipping transfers and calculating their tax implications. Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning. Understanding the tax implications of split-interest purchases and their benefits in estate planning. Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.

Prerequisites

Moderate experience in estate planning.

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents.

Objectives

Identify and implement advanced tools and techniques in estate planning. Analyze the implications of changes in the Internal Revenue Code on estate planning strategies. Apply tax-efficient strategies for charitable deductions and split-interest trusts. Integrate life insurance options and private annuities into comprehensive estate plans. Develop strategies for generation-skipping transfers and their associated tax implications. Utilize GRITs, GRATs, GRUTs, and QPRTs effectively in estate planning. Evaluate charitable gifts of closely held stock as an estate planning strategy. Analyze tax implications and benefits of split-interest purchases in estate planning.

Preparation

None.

Notice

Qualifies for EA Credit.

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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