Description
Attendees will learn how to future-proof clients' hard-earned money and assets through the latest asset protection and estate planning tactics. Gain tools and strategies that can help attract new business and continue to meet clients’ needs in today's world. Those that work with clients in estate planning, long-term care planning, or business succession planning will benefit from learning about the risks and the opportunities that surround these areas.
Learning Objectives
Asset Protection 101: The Essentials Every Advisor Should Know
Insurance: How to make it the first line of defense for an estate plan
Protecting retirement assets and avoiding the IRA bomb
How and why clients should protect assets from the nursing home
Structuring inherited wealth from risks
Protecting assets from scammers
Using business entities for protection and building the family enterprise
Best practices for advisors to avoid liability and protect yourself
Tax Smart Estate Strategies
South Dakota, Minnesota, Iowa, Nebraska, oh my! Estate taxes that impact clients and their kids
How to leverage trusts for tax efficiency
Utilizing special needs planning with tax planning
Creative life insurance planning
Giving it twice: charitable planning
The Dirty Dozen Planning Mistakes & How Advisors Can Help Clients Avoid Them
Errors that lead to litigation
Tripping over titling
Unintended tax consequences
Blowing up government benefits
After death oopsies
Estate Planning In Today's World
Recent legislative updates impacting estate planning
Planning in a changing environment
Trusts: Buyer beware of the often unspoken costs
Estate planning basics and beyond
Alternative inheritance strategies