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Sessions | Instructor | Event Registration |

Event Information

The Nuts and Bolts of High-End Planning Webcast | 4202323D STARTS AT 6:30 AM PDT
Date: September 30, 2020
Event Start time: 6:30 AM   End time: 2:00 PM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CPE: Continuing Professional Education Technical
6.50 MCLE LS-EP: Legal Specialization-Estate Planning Technical
6.50 MCLE: MCLE Technical

Knowing the basics of advanced estate planning strategies is essential in advising clients with significant wealth and seek assistance in developing succession plans to address individual needs. Review transfer and income tax laws, plus available strategies to minimize taxes.

Also, discuss the basic structure of advanced strategies, provisions in the governing document that authorize and regulate these strategies, modeling and tracking spreadsheets and software options. To illustrate the concepts discussed, experience a live demonstration of financial planning software, run modeling exercises and review examples of sophisticated estate and business planning scenarios.


  • Determine client transfer and income tax projections and the need for advanced planning.
  • Identify the pros and cons of various strategies.
  • Recognize and use different advanced estate planning strategies.
  • Calculate and project results for particular advanced strategies.
  • Identify modeling scenarios for individual client needs.

Major Subjects:
  • A review of the current estate planning environment.
  • Estate planning changes that impact a client's estate plan.
  • QPRTs, GRATs, IDGTs and variations of these strategies.
  • Client presentation preparation.
  • Helpful tools to monitor and evaluate process and performance.
  • How to build flexibility into strategies to respond to changing circumstances.

Level of Difficulty:

Field of Interest:


An understanding of the basics of transfer and succession planning.

Designed For:

CPAs, attorneys, investment advisers and fiduciaries.

Advanced Prep:


Event Notes:
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