OBJECTIVE:
Specifically, participants gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. The seminar emphasizes the maintenance of flexibility in the estate plan while managing estate planning risk.

WHO WILL BENEFIT:
Although all accounting professionals will gain value from this seminar, this session caters to practitioners who want to identify and address estate planning needs for the owner-manager or individuals with high net worth. 

LEARNING OUTCOMES:
At the end of this course, participants should be able to:

• identify significant issues relating to estate planning and the use of trusts,
• analyze post-mortem planning alternatives in the context of fact-specific scenarios,
• explain the use of life insurance in estate and post-mortem planning, and
• identify U.S. estate tax issues.

PREREQUISITE: 
Experience in the area of domestic estate planning and a solid understanding of testamentary tax rules 

COURSE LEADER: BRIAN JANZEN, CPA, CA