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Introduction to Estate Planning
A Live Two-Hour Audio Seminar from CCH
Thursday, July 8, 2010 - 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 How to Help Your Clients Preserve and Pass On Their Wealth
Your clients count on you to be watching out for them and their families — now and into the future. This two-hour telephone seminar provides a helpful discussion on the fundamentals of estate planning — how estate planning works, what should be discussed with a client to get the planning process started, essential documents, key tax considerations, the role of trusts in estate planning, and more — so you can effectively serve as their trusted financial advisor. Whether you're brand new to estate planning and in need of learning the basics or a seasoned practitioner looking for a fresh perspective on core concepts, this seminar will help you and your practice.
Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this insightful program will give you and your staff a practical working knowledge of how to plan an estate and some of the essential planning approaches and considerations applicable to many clients. Siegel, an outstanding speaker and presenter, will provide helpful tips and practical suggestions, so you can advise your clients with confidence. The seminar will also address a basic estate plan that is suitable for use with many clients.
All accountants, attorneys and financial planners who advise clients on estate planning and wealth management matters will benefit from this practice-oriented seminar. The presentation time will include opportunities for you to ask questions directly to Mr. Siegel via phone and e-mail.
Program Topics
Some of the principal topics to be addressed include:
- What Is an Estate Plan
- Getting Started — The Questionnaire and Interview
- Elements to be Considered in Every Will
- Using Trusts in Estate Planning
- How Does the Federal Estate Tax System Work
- Addressing the Property Interests Held by Most Clients
- Basic Tax Issues to be Considered in Developing an Estate Plan
- Elementary Documents to Address with Every Client
Learning Objectives
- Obtain a comprehensive basic understanding of the estate planning process
- Gain a sound understanding of the documents commonly used in estate planning
- Understand how to use basic estate planning techniques and strategies to transfer wealth and minimize gift or estate taxes
Who Should Attend?
This course is essential for CPAs, CFPs, enrolled agents, estate planners, tax attorneys, and other professionals who advise clients on tax, retirement and estate planning, and other wealth management matters
SPECIAL GIFT!
Register today for this insightful program on Thursday, July 8 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. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
- Course Level: Basic
- NASBA Field of Study: Taxes
- Prerequisites: None
- Learn More About CCH’s NASBA Registration
Special Gift
Each registered site will also get a complimentary issue of CCH’s Financial and Estate Planning Guide.
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. Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit 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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Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 295 courses!!
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