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Postmortem Estate Planning: Navigating Decedent’s Estate Issues

In the intricate realm of estate planning

Event Overview

In the intricate realm of estate planning, navigating the complexities that arise after a client’s passing is paramount. This comprehensive course delves into the critical aspects of postmortem estate planning, offering practitioners a deep understanding of handling issues related to a decedent’s estate. From managing tax returns to ensuring the financial well-being of heirs, attendees will gain invaluable insights and practical strategies to navigate these crucial matters with confidence.

By participating in this course, financial professionals will sharpen their skills in recognizing and addressing the myriad planning issues that surface in the wake of a decedent’s estate. From alternative valuation dates to the strategic use of QTIP elections, attendees will explore a diverse range of topics designed to enhance their expertise and elevate their practice. With a focus on practical application and real-world scenarios, this course equips participants to tackle postmortem planning challenges head-on, empowering them to provide exceptional service and guidance to their clients. Don’t miss this opportunity to expand your knowledge and advance your career in estate planning. Enroll today and unlock the tools and insights you need to thrive in this dynamic field.

Event Sessions

Friday, August 23, 2024
Day #1
Postmortem Estate Planning: Navigating Decedent’s Estate Issues
Taxes | 8 Credits
Arthur Werner
09:00 AM to 05:00 PM America/New_York

In the intricate realm of estate planning, navigating the complexities that arise after a client’s passing is paramount. This comprehensive course delves into the critical aspects of postmortem estate planning, offering practitioners a deep understanding of handling issues related to a decedent’s estate. From managing tax returns to ensuring the financial well-being of heirs, attendees will gain invaluable insights and practical strategies to navigate these crucial matters with confidence.

By participating in this course, financial professionals will sharpen their skills in recognizing and addressing the myriad planning issues that surface in the wake of a decedent’s estate. From alternative valuation dates to the strategic use of QTIP elections, attendees will explore a diverse range of topics designed to enhance their expertise and elevate their practice. With a focus on practical application and real-world scenarios, this course equips participants to tackle postmortem planning challenges head-on, empowering them to provide exceptional service and guidance to their clients. Don’t miss this opportunity to expand your knowledge and advance your career in estate planning. Enroll today and unlock the tools and insights you need to thrive in this dynamic field.

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