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Planning for Intermediate-Sized Estates
A Live Audio Seminar from CCH
Thursday, June 18, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn Why “Mid-Sized” Estates Need Planning Help – and Which Techniques to Deploy to Achieve the Greatest Tax Benefit
With the April 15th filing deadline a recent memory, now is the time to stay in touch with your clients by talking to them about estate planning opportunities. There are those individuals and families out there with good-sized estates (clients with total assets of between $3.5 to $7 million) that could benefit from strategic planning, but think that estate planning is reserved only for the ultra wealthy and their “large” estates. As a way to profit your clients and your firm, you need to demonstrate that your clients’ estates are big enough to take advantage of numerous tax savings tools and wealth protection and preservation approaches geared for medium-sized estates. In fact, with today’s low interest rates, continuing stock market volatility, and estate and gift tax rules at historic pro-taxpayer levels, it has never been more important than right now for you to advise your clients on estate planning matters.
This two-hour audio seminar on Thursday, June 18, presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M, will arm you with the knowledge to help you effectively advise your clients on important estate planning issues and considerations. This insightful and convenient program goes beyond the basics of estate planning and will give you and your staff a strong understanding of the challenges and opportunities that arise from intermediate-sized estates. Siegel, an outstanding speaker and presenter, will provide helpful tips and practical suggestions, so you can advise your clients with confidence. All accountants, attorneys and financial planners who advise clients on tax and estate planning and wealth management matters will benefit from this practice-oriented seminar.
Program Topics
Topics to be addressed by Steve Siegel include:
- Overview of the Challenges and Problems of Intermediate-Sized Estates
- Using Credit Shelter Bypass Trusts to Reduce Estate Taxes
- Using the Marital Deduction: Outright Transfers, QTIPs, Power of Appointment Trusts
- Planning with Disclaimers to Achieve and Preserve Flexibility
- Addressing Life Insurance Assets: Irrevocable Life Insurance Trusts, Use of Crummey Powers
- Addressing Retirement Plan Assets
- Planning for Children and Grandchildren
Learning Objectives
- Develop an effective approach to discuss with clients the realities of planning for mid-sized estates
- Gain a solid understanding of the role of life insurance and retirement accounts in estate planning
- Recognize multi-generational strategies for estate planning
- Understand how to use estate planning techniques and strategies to transfer wealth and minimize gift or estate taxes
SPECIAL BONUS
Register today for this insightful program on Thursday, June 18 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of wealth transfer taxes
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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