Estate Planning Under a New Presidency - On Demand - fpa - FPA

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.

Course Objectives
  • Understand the fiduciary standard and its importance to the planner-client relationship
  • Identify the most appropriate property transfer mechanism for a client's situation
  • Identify appropriate estate planning tools to meet a client's goals and objectives
  • Understand gift and estate tax compliance and tax calculations
Course Information
Date Presented:
January 18, 2017 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Estate Planning Opportunities Under a New Presidency
Speaker Information
Scott Huff  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.