Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are most appropriate for individual client needs. You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.
Discusses reviewing an estate plan upon divorce, income tax consequences of the sale of a personal residence, income and gift tax issues of property settlements, dividing a charitable remainder trust in divorce, liability for joint income tax returns, tax consequences of dividing stock options, deferred compensation and retirement benefits and naming beneficiaries after divorce. Also discusses how assets held in an irrevocable trust for the benefit of one of the spouses is effected by the divorce.
Attendees will learn the income, estate and gift tax aspects of divorce, more specifically, pre-marital considerations, the tax aspects of property settlements, traps when dividing IRAs and qualified plans, the tax rules governing alimony and the use of alimony trusts
Discusses the income, gift and estate tax as well as the estate planning issues of same sex couples and unmarried heterosexual families. In addition to the tax ramification, the session will discuss property rights and the effect the Windsor and Obergefell decisions have in entitlements.
Learn how the various income, estate and gift tax rules have changed for same-sex couples
The tax and non-tax advantages and disadvantages tax of getting married
The OnDemand session for this course will be available by January 31st.
Find out what estate planning changes are being proposed, whether they have a chance to become law, and how to plan with your clients now and in the future under a new Presidency and Congress controlled by Republicans. If you don't think estate planning is important to your clients, think again - as it is the only chance to prepare the next generation and retain valuable assets.
With historically low interest rates, we are in an environment that begs us to ask the question Should clients use leverage and leave portfolio dollars invested? Leveraging assets can lead to a potential economic benefit; however, there is also psychological risk, particularly for those carrying debt into retirement. We will explore the use of mortgages during retirement and client satisfaction from both an academic and practical perspective through four theoretically based research articles
Identify both financial and non-financial considerations when counseling a client about mortgage debt in retirement
Recognize how financial and non-financial considerations may effect a clients emotional and financial well-being
Discover how to best bring academic research into practice.
20% of men in second marriages marry someone who is at least ten years younger than them. Dad’s marriage to a woman 10 years his junior has created heartburn for many children who have been anticipating a larger and quicker inheritance. This presentation will discuss the rights immediately acquired by a new spouse and how those rights can be limited.
Understand the claims that a new spouse has against the assets of their nerw spouse
Understand how to eliminate or reduce the rights and claims of a new spouse
Understand the importance of ERISA and pre-nuptial waivers in new marriages
It is intriguing how estate planning mistakes are often replicated and exaggerated in celebrity estates. This presentation discusses these high profile mistakes and provides practical insights on how to use them to improve your everyday client’s estate planning.
Understanding why personal property dispositions are one of the greatest sources of estate conflict and how to reduce the potential for that conflict.
Understand why dying without a Will creates disasters for surviving family - even with lower valued estates
Understanding why everyu adult of every age should execute properly drafted General Powers of Attorney or Medical Directives.
Same-sex marriage is now legal nationwide in the United States, but the recognition is not universal. LGBT individuals still have difficulties around the world. Join us as we discuss how to successfully navigate political obstacles, immigration issues, and estate planning in a way that recognizes your freedom and love.
CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING
In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris.
PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
Join Dean A. Mioli, CPA/PFS, CFP®, CIMA®, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.
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