NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Estate and Life Planning Issues for the Middle-Income Client
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Online Registration Form

Date: September 24, 2019
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middleincome client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.
Objectives
* Understand estate-planning issues unrelated to federal tax planning * Inventory the documents relevant to estate preservation * Understand methods of providing for children and the spouse
Highlights
* More than 20 documents that should be reviewed that are neither a will nor trust * Applicable rates, and tactics that may be used to minimize them * Reducing the impact of ancillary administration * Provisions you need in a will * When a trust is needed for children * Durable powers of attorney, for financial matters and for healthcare * Asset protection strategies: upsides and downsides * Management of insurance: liability, disability, and life * Dealing with marriage and divorce * Titling assets effectively * Avoiding the loss of capital and passive losses at death * Elder care planning * The latest information on the portability of the deceased spouse's unused exemption amount * Developments relative to estate tax, and the implications for planning
Who Should Attend
CPAs who advise clients on estate tax planning

Course Level Basic
Prerequisites None
Course IDPMIC
Discussion LeaderAvi Perl, Surgent
CPE Credit8
Additional Information: Parking and lunch are provided on-site.
Fee: $265 - Society Member
$315 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731