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Estate Planning

 

Find courses that cover property titling and transfer, gift and estate tax compliance, tax calculation, trusts and estate planning for non-traditional relationships.

Estate Planning (CE Credit)
Collapse Asset Protection Strategies: What Works and What Doesn

2016 FPA Annual Conference

With so many lawsuits and divorces, planners must help clients protect their wealth. Therefore, asset protection, and having a general understanding of how, why and what techniques work, is essential to every financial planner's practice.

Learning Objectives

  • Identify effective asset protection strategies.
  • Describe how asset protection trusts work in conjunction with charging order protected entities.
  • Upon completition, participants will be able to help their clients protect their investment portfolios from a divorcing spouse.
Formats Available: Streaming

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Asset Protection Strategies: What Works and What Doesn
    Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand

    2017 FPA Retreat

     

    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.


    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: April 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand
    Collapse Client Downsizing is a Planning Opportunity - On Demand

    Downsizing represents a major liquidity event for many clients. They have decisions of how to best use the monies realized from selling their home; plus how to finance the purchase of their next home. Their choices may trigger unnecessary taxes and impact. For clients 62 or older, the good news is they do not have to pay all cash when buying home because they may be eligible to use a reverse mortgage (HECM Purchase) to finance a significant amount of the purchase price, with no monthly payments required. Learn how the HECM Purchase strategy may be a suitable and strategic fit in your retirement savings and income planning work.

    Upon completion of this program, participants will be able to:

    • Provide more informed advice on options available to clients that are downsizing.
    • Evaluate the impact of a HECM Purchase on a client's retirement savings and their taxes.
    • Identify which clients may benefit from a HECM Purchase strategy.
    • Educate their clients on the pros and cons involved when financing their downsizing.

    Can't Miss Takeaway:

    There is an alternative to clients paying all cash when downsizing. Learn how an FHA-insured reverse mortgage purchase can help clients to finance the purchase of a home while adding significant dollars to their retirement savings.

     

    Who Should Attend?

    Financial planners interested in advising clients how best to finance their downsizing to optimize their retirement savings and tax planning.

    Formats Available: Streaming
    Original Course Date: February 18, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Client Downsizing is a Planning Opportunity - On Demand
    Collapse Digital Estate Planning - On Demand

    2016 FPA Annual Conference

    Our clients lead increasingly virtual lives. Unfortunately, technology provider policies and federal and state laws make fiduciary access to vital information difficult, or impossible. Speaker Suzanne Brown Walsh chaired the Uniform Law Commissions' drafting committee for the Revised Fiduciary Access to Digital Assets Act, approved in 2015. In this session she will explore the unique nature of digital assets and describe planning techniques appropriate for the digital age.

    Learning Objectives

    • Describe the unique nature of their client’s digital assets and the planning challenges they present.
    • Identify tools for preventing or giving access to digital assets during incapacity or after death, and the consequences of the decision.
    • Analyze how online tools and the Revised Uniform Fiduciary Access to Digital Assets Act assist fiduciaries in accessing digital assets, and the limitations of each.

     

    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Digital Estate Planning - On Demand
    Collapse Divorce - High Level Tax Implications - On Demand

    2016 FPA Annual Conference

    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.

    Learning Objectives

    • 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

     

    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Divorce - High Level Tax Implications - On Demand
    Collapse Estate Planning for Non-Traditional Couples: After Windsor & Obergefell - On Demand

    2016 FPA Annual Conference

    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.

    Learning Objectives

    • 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
    • How marriage affects property ownership
    • Naming beneficiaries of retirement plans
    • The effect of marriage on federal benefits
    • Inheritance rights of same-sex couples
    • And more...

     

     

    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Estate Planning for Non-Traditional Couples: After Windsor & Obergefell - On Demand
    Collapse Estate Planning Under a New Presidency - On Demand

    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.

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: January 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Estate Planning Under a New Presidency - On Demand
    Collapse Evaluating Mortgages as a Source of Leverage: Theory & Practice

    Retreat 2016

    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

    Learning Objectives:

    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.

    Formats Available: Streaming
    Original Course Date: April 26, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Evaluating Mortgages as a Source of Leverage: Theory & Practice
    Collapse Heirs Should Fear a Parent

    2016 FPA Annual Conference

    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.

    Learning Objectives

    • 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

     

    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Heirs Should Fear a Parent
    Collapse Learning from the Estate Planning of Deceased Celebrities - On Demand

    2016 FPA Annual Conference

    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.

    Learning Objectives

    • 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.

     

    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Learning from the Estate Planning of Deceased Celebrities - On Demand
    Collapse LGBT Community Cross Border Planning Challenges - On Demand

                      

    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.

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: January 17, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE LGBT Community Cross Border Planning Challenges - On Demand
    Collapse The Demographics Are Changing How We Approach Estate Planning For Our Future

    Retreat 2015

    The program will focus on six specific demographic changes that are changing how we approach estate and tax planning for our clients. For each demographic the program will highlight supporting data, how advisors should respond to the change and list a few traps for the unwary and planning opportunities for clients. The program will be designed as a practical, solutions oriented presentation designed to increase your value to your clients. The handouts will include a more detailed article of 30 trends impacting estate planning and value added checklists and other materials for clients.

    Learning Objectives:

    • Understand how estate and tax planning is changing.Identify specific ways to grow your practice in this area, including planning opportunities for clients.
    • Identify specific traps for the unwary that you need to avoid in this evolving environment.
    Formats Available: Streaming
    Original Course Date: April 22, 2015

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Demographics Are Changing How We Approach Estate Planning For Our Future
    Collapse The Seven Steps to Protect Yourself Your Practice, and Your Clients Who have Diminished Mental Capacity - On Demand
    What do you do when you discover that one of your clients has a diminished mental capacity? According to the Alzheimers Association, Alzheimers disease will strike more than 8 million Americans by 2030 ( a rise of 60% from 2010). If you don't know what steps to take to protect your client and your practice, both may be at risk. In this workshop you will learn the best practices to follow when one of your clients has a loss of memory. You will develop a protocol to use with every client you suspect may have diminished mental capacity. You will learn the skills to develop a relationship with the clients entire family and become their trusted adviser for future generations. Remember it is not a question of if you will have to work with a client who has diminished mental capacity but when. Prepare yourself now to protect your client, yourself and your practice.

    Learning Objective:
    • Describe the best practices to deal with a client who may have diminished mental capacity.
    • Develop a standardized protocol for your firm to address situations where clients have exhibited diminished mental capacity.
    • Create a relationship with the clients entire family using a very powerful tool, the family meeting.

    Formats Available: Streaming
    Original Course Date: September 09, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Seven Steps to Protect Yourself Your Practice, and Your Clients Who have Diminished Mental Capacity - On Demand
    Collapse Trusts: A through Z - On Demand

    Trusts are ubiquitous in estate, gift and generation-skipping transfer tax planning, extremely common in asset protection planning, and not at all uncommon in income tax planning, but do you really know everything necessary to advise clients? If not, then trust that this session will teach you what you need to know.

     

    Learning Objectives:

    Claim familiarity with the complex nature of the trust structure, and with the relationship between the grantor, the trustee and the beneficiaries, as well as other common parties to the trust structure, such as the protector and the investment adviser.Recognize the unique investment requirements applicable to trusts including, most significantly, the Uniform Prudent Investor Act, and the application of that Act within the Uniform Trust Code. Appropriately advise clients on how they might best utilize the trust structure to further their gift, estate and generation-skipping transfer tax planning goals, income tax planning goals and asset protection planning goals.

     

    Formats Available: Streaming
    Original Course Date: September 09, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Trusts: A through Z - On Demand
    Collapse When Clients Divorce: A Financial Planner
    This workshop will first focus on the Divorce Adjustment Process and the predictable stages that clients going through divorce will typically experience. Where clients are in the Divorce Adjustment Process determines how we should best respond to and work with them. We will also talk about the concept of regression to help us understand what clients are experiencing and why people going through divorce are often difficult to work with. We will also look at how the litigation process differs from mediation and how this difference informs our work.

    Learning Objectives:
    • Describe the role of regression in the Divorce Process.Identify where your client is in the Divorce Adjustment Process
    • Understand how to tailor make their approach and presentation in order to be most effective with their clients.
    Formats Available: Streaming
    Original Course Date: September 09, 2016

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE When Clients Divorce: A Financial Planner
    Estate Planning (No Credit)
    Collapse Love, Money, Marriage and Death: Tax and Estate Planning Aspects of Divorce
    Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce  discusses reviewing an estate plan upon divorce, 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.

    Learning Objectives:
    • Learn how to transfer IRAs, deferred compensation and stock options income tax-free as part of a divorce settlement
    • Learn what parts of an estate plan need to be changed as part of a divorce
    • Discover how to advise clients how trusts are handled in a divorce
    • Be able to advise clients what filing status to use during the divorce process
    • Learn the income and gift tax issues of property settlements.

    Formats Available: Streaming
    Original Course Date: September 09, 2016
    ADD COURSEADD COURSE Love, Money, Marriage and Death: Tax and Estate Planning Aspects of Divorce
    Collapse Sophisticated Estate Planning for High Wealth Clients
    Attendees will learn about the more sophisticated estate planning techniques available to ultra high net worth clients, including installment sales to grantor trusts created by the clients spouse permitting the client to retain access to all funds, 99 year GRATs, using an installment sale in combination with a GRAT, Supercharged Credit Shelter Trusts and more defensive structuring of family partnerships. The session will look at the best structures to maintain the opportunity for a basis step up at the death of the first spouse to die. If Regulations under section 2704 have been proposed, the session will cover their implications. The session with also cover the impact of portability on estate planning, and how portability may be used by high net worth clients to enhance the wealth transfer strategies they might employ.

    Learning Objectives:

    • Explain how sophisticated estate planning techniques may be used to deliver tax benefits to your clients 
    • Demonstrate integration of income tax planning into your estate planning practices
    • Consistently use portability to benefit your high net worth clients.

    Formats Available: Streaming
    Original Course Date: September 09, 2016
    ADD COURSEADD COURSE Sophisticated Estate Planning for High Wealth Clients
    Collapse What
    Prenuptial agreements have proliferated in recent years. This session will explain why. In addition, this session will debunk the myths surrounding prenups, explain the basic requirements for enforceabilty and address practical questions such as how to pop the P word.


    Formats Available: Streaming
    Original Course Date: September 09, 2016
    ADD COURSEADD COURSE What