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Estate Planning for Older Americans

Author/Moderator: Carla Gordon, CFP, CSA, MSFS
Publisher: AICPA
Availability: In Stock
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While there is an argument for estate planning at any age, as people become older, the argument can get stronger. While we may not be thrilled to fret about the possibility of deteriorating health and cognitive ability as we age, the probability of those issues increases. Having the difficult conversation with clients about estate planning can be made easier. Join us as we explore the specific estate planning issues that face older Americans. Make sure you're able to guide your clients in the right direction and help them formulate a plan to maximize the amount of wealth that is ultimately passed onto their heirs.

Topics Discussed

  • Estate planning issues for older clients
  • Federal estate tax
  • Property ownership and powers of appointment
  • Marital and charitable deduction planning
  • Wills, intestacy, and probate
  • Intra-family property transfers
  • Life insurance and post-mortem planning

Learning Objectives:
When you complete this course you will be able to:

  • Explain why estate planning is critical for older Americans
  • Calculate Adjusted Gross Estate (AGE)
  • Identify property ownership issues and the nature of powers of appointment
  • Use marital and charitable deductions to the benefit of your client
  • Determine elements, limitations, and parties to a valid will
  • Identify multiple objectives associated with lifetime intra-family transfers of property

Prerequisite: Basic knowledge of transfer arrangements
Advance Preparation: None

Table of Contents


Videocourse Details

Level: Intermediate
Recommended CPE Credit: 8.5
Estate Planning for Older Americans
Product# 733125
Availability: In Stock
AICPA Member:$155.00
Your Price:$193.75
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