Traps and Pitfalls in Estate Planning Seminar Information
Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.
About the Instructor
Anthony Rocca, JD is a shareholder in Werner Rocca Seminars Ltd., and has led nearly 100 lectures annually in both live format and online through webcasts and webinars. Anthony devotes most of his professional time to practicing law in corporate business transactions, estate planning and administration and tax matters. He received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law. Anthony enjoys spending time with his family and also enjoys the outdoors and cooking.
Agenda
Seminar prices go up after September 13, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.
| September 27 |
|
| 7:00-8:00 am |
Registration & Continental Breakfast |
| 8:00 am-noon |
Seminar |
| noon-12:45 pm |
Buffet Lunch |
| 12:45-4:30 pm |
Seminar |
| |
|
Seminar Location & Hotel Reservations
Four Points by Sheraton Richmond Airport
4700 S. Laburnum Ave
Richmond, VA 23231
Discount rooms are available at the rate of $119/night through 9/5/2019. Make your reservations early to ensure that you're able to get into the room block. To book your room, click here to reserve online. You may also call the hotel at 804-226-4300. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking.
Additional Information
Credit Hours: 8
Field of Study: Taxes
Program Level: Intermediate
Prerequisites: Moderate experience in estate planning
Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, & bankers
Advanced Preparation: None
Instructional Method: Group Live
Approved by: NASBA & IRS
Course Objectives
Upon completion of this course, you will be able to list the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.
Course Highlights
- The need to properly coordinate the efforts of different advisors
- Distinguish and understand life and death planning issues
- Distinguish and understand tax and non tax planning issues
- Proper use and funding of trusts
- Mistakes made in the disposition of assets
- Understand the special issues of the single taxpayer
- Understand the special issues of same sex couples
- Mistakes made in planning for beneficiaries with special needs
- Proper choice of fiduciaries
- Understand what needs to be in place beyond the legal documents (properly advising the living from “the grave”)
Refunds and Cancellations
If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.
This seminar has been approved by:
Please note: CFP CE reporting is not available for this course.
