369 Old Country Road
Carle Place, NY 11514
8:30 a.m. Tuesday, July 30, 2013
Master the techniques today that will help your clients plan for tomorrow.The tax changes of 2013 is giving rise to the review of estate plans across the country. Help your clients save money and tears down the road - learn all the latest and most effective techniques for managing estate planning in today's politically charged atmosphere. Give your clients the security they need by helping them through the sensitive but necessary steps of planning. Don't miss out - learn to navigate planning methods and tax-reducing strategies with ease at this cutting-edge seminar. Benefits for You Structure and use the new transfer of asset rules effectively Save money for future generations by using the new portability rules Be prepared for anything … look beyond tax issues and overcome other financial challenges involved in estate planning Become more valued as an advisor - equip yourself to handle disability planning issues Find out what you need to know about designing an irrevocable trust Learning Objectives You will be able to discuss Medicaid planning and planning for disabled family members. You will be able to review life insurance planning. You will be able to describe designing the irrevocable trust. You will be able to identify advanced estate planning techniques.
Who Should Attend?
This seminar is designed for attorneys, accountants, CPAs, business owners and managers, presidents, vice presidents, financial and estate planners, insurance professionals, bankers and trust officers.
Continuing Education Units
Bankers 8.25 including CTFA (FP) 3.5; CTFA (FID) 2.25; CTFA (TAX) 2.5 CAC 1.0 CBC 1.0 CFP 8.5 CPE 8.5 including Specialized Knowledge and Applications 8.5 NASD PACE 8.5 including ChFC 8.5; CLF 8.5; CLU 8.5; REBC 8.5; RHU 8.5 NJ CLE 8.5 NY CLE 8.5 including Areas of Professional Practice 8.5 NY INS (Pending) PA CLE 7.0
- Detailed Credit Information
Frequently Asked Questions