CPE Today Logo

Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

In a landscape of evolving legislation

Event Overview

In a landscape of evolving legislation, anticipated changes, and recent legal developments, estate planning practitioners face unique challenges when advising non-traditional clients on their estate planning needs. This comprehensive course delves into the complex issues and techniques surrounding estate planning, equipping professionals with the knowledge and strategies to navigate uncertain or changing legislative frameworks. Participants will gain a deep understanding of the impact of new legislation, recent case law developments, and Internal Revenue Service rulings, enabling them to effectively guide their non-traditional clients through the intricacies of estate planning.

Event Sessions

Wednesday, August 14, 2024
Day #1
Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

In a landscape of evolving legislation, anticipated changes, and recent legal developments, estate planning practitioners face unique challenges when advising non-traditional clients on their estate planning needs. This comprehensive course delves into the complex issues and techniques surrounding estate planning, equipping professionals with the knowledge and strategies to navigate uncertain or changing legislative frameworks. Participants will gain a deep understanding of the impact of new legislation, recent case law developments, and Internal Revenue Service rulings, enabling them to effectively guide their non-traditional clients through the intricacies of estate planning.

Session Description Read Less

Event Instructors

Arthur Werner

Philadelphia, PA
Partner, Werner -Rocca Seminars

Arthur Joseph Werner, JD, MS in Taxation, serves as president and shareholder of Werner-Rocca Seminars, Ltd., specializing in lectures on business, tax, and estate planning for affluent individuals. A past adjunct professor at Philadelphia University’s Master of Science in Taxation program, Werner brings a solid educational background with a B.S. in Accounting and an M.S. in Taxation from Widener University, complemented by a J.D. from Delaware Law School. A seasoned speaker, he has delivered over 3000 eight-hour seminars and numerous webinars, focusing on Estate Planning, Financial Planning, and Estate and Gift Taxation for CPAs and Financial Planners. His expertise is recognized with top speaker ratings in Pennsylvania and prestigious awards for discussion leadership from CPA institutes in Nevada, Florida, and South Carolina.

About Instructor Read Less