New Class on Estate Planning
Author: Jacob Stein • Tags: cpa, estate planning, seminar • Posted on: Oct 13, 2010

By the time 2010 draws to a close I will end up having taught well over 50 seminars this calendar year.  Most are full day programs.  It is hard work, but I enjoy teaching, and it keeps me out of trouble.

Starting next year I am adding another full-day course to my repertoire.  It will be an introductory course on estate planning, originally offered through the California CPA Education Foundation.  The course will cover the basics of intestate succession, probate, wills, trusts, durable health care directives and powers of appointment, estate tax planning using A-B trusts, QTIPs, life insurance trusts, QPRTs, IDGTs and many other structures, as well as gift tax planning.

This will be a good course for any attorney or CPA not familiar with estate planning or just starting out on their career path.

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