Thought Leader Series: Estate Planning for Large Estates

WHAT WE’LL COVER

Even though the federal estate tax exemption is now $11.7 million per person and $23.4 million per married couple, there are still ultrawealthy clients who need an estate plan tailored to their large estates. Because fewer clients need this type of advanced planning, supply and demand indicates that there are likely fewer attorneys who specialize in estate planning for large estates. Therefore, attorneys who are able to plan for the large estates of the ultrawealthy are extremely valuable to these types of clients. Join us for our next Thought Leader Series where esteemed attorney Steven Oshins will demonstrate how to plan for the ultrawealthy and explain how to recognize opportunities to enhance their planning. Register for the event by clicking on the button below.

CLE:
1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

CFP:
1.0 credits pending (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 05/01/2021

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.