Estate Planning in 11th Hour of Life
Total Credits: 1.2 including 1.2 Taxes - Technical
- Average Rating:
- 25
- Categories:
- Partner Produced | Tax
- Faculty:
- Robert A. Bryant, JD, MBA
- Course Levels:
- Overview
- Duration:
- 1.2 Hours
- License:
Description
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.
Basic Course Information
Learning Objectives-
Strategic estate planning in the last months or years of life.
Major Subjects
- Estate planning when anticipating incapacity
- Estate planning under extended incapacity
- Asset ownership planning
Course Materials
Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
11th hour planning_Handout (148.5 KB) | Available after Purchase |
Q&A Doc (13.2 KB) | Available after Purchase |
Faculty
Robert A. Bryant, JD, MBA Related Seminars and Products
Elder Law Attorney
Giarmarco, Mullins & Horton, PC, Troy
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.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
Professionals with clients who are able to do last minute planning before incapacitation.
Original Recording Date
10/2021
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
08/16/2021
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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