How can the CPA and estate planner work together in the final days, weeks, months of a person’s life to help the family prepare for death? Join in to examine how you can help your clients take care of a loved one’s final wishes at a difficult time.
Strategic estate planning in the last months or years of life.
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Mr. Robert A. Bryant joined the firm’s estate and business planning group following six years of experience with a certified public accounting firm. Mr. Bryant is a graduate of Wayne State University (B.S., 1991); he received his law degree from the University of Detroit (J.D.,1994); he received his Master’s in Business Administration from the University of Detroit (M.B.A.,1994); he received his Master’s in Divinity from Liberty University, and his doctorate from Gordon-Conwell Theological Seminary.
Mr. Bryant’s primary areas of practice are estate planning, lifetime gifting strategies, trust administration, gift and estate tax returns, business succession planning, IRS tax controversies, eldercare law including Medicaid and Veterans Benefits.
Mr. Bryant is a former instructor at the University of Detroit Law School. He also lectures frequently on eldercare and estate planning before the Institute of Continuing Legal Education (“ICLE”), Certified Public Accounting firms, brokerage firms and trade associations.
Mr. Bryant has published a number of articles on tax related matters and estate planning appearing in professional journals. He assisted in writing chapters on succession planning in Advising Closely Held Businesses in Michigan and the Michigan Business Formbook published by the Institute of Continuing Legal Education (“ICLE”). He is also a member of the American Bar Association and the State Bar of Michigan.
Fri, Dec 09, 2022 - 09:00am to 10:13am EST
Professionals with clients who are able to do last minute planning before incapacitation.
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