- Roth conversions
- Multi-generational spray trusts
- IRAs to CRTs
- IRA relocation to life insurance
- Life insurance to offset increased tax-risk of early death
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Advance Preparation: None
Review Date: 1/07/2020
1.0 CLE (California Board of Legal Specialization - Estate Planning)
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or firstname.lastname@example.org.
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.
This webinar is included for all WealthCounsel Subscribers
Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0