It is imperative for financial planners to inform clients of constantly changing federal and state laws regarding estate planning, especially during the COVID-19 pandemic. Join April’s Journal of Financial Planning contributors Randy Gardner, J.D., LL.M., CPA, RLP®, CFP®, and Leslie Daff, J.D., MBA, as they expanded on the basic estate planning framework and advanced planning guidance outlined in their article, emphasizing important strategies and information to communicate with clients during and after the pandemic. This online, interactive roundtable conversation was moderated by FPA host Robert Castillo, ADPA.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

Course Objectives
  • Summarize important federal and state estate planning developments that impact all clients, regardless of income/wealth.
  • Identify and describe the components of estate planning documents, such as wills and trusts that are used to facilitate the transfer of one’s assets.
  • Identify key estate planning limits and figures for 2019 and 2020.
Course Information
Date Presented:
April 29, 2020 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Estate Planning for Clients in a Changing World
Speaker Information
Robert Castillo, ADPA  [ view bio ]
Leslie Daff, J.D.  [ view bio ]
Randy Gardner, J.D., LL.M., CPA, RLP, CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$0.00