Go to: Home, Live WebinarsOn DemandConference RecordingsJournal in the RoundCFP CE Courses


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 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 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 Journal in the Round: Estate Planning For Digital Assets

    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. 

    Level of Competency: Intermediate

    Formats Available: Webinar + Archive
    Original Course Date: April 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning For Digital Assets
    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
    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
    Estate Planning (No Credit)