FVC1956. Estate Planning and Valuation: Current Issues and Topics

Area of Expertise: 
The Experienced Pro
Field of Study: 
Accounting
CPE Credit: 
1.5
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of, or general experience in, forensic accounting, business valuation, or litigation

Wednesday, November 6, 2019
 
8:55AM-10:10AM

Estate planning is an important process for valuation professionals to understand. This session will focus on the estate planning process, when clients should start, key considerations, differences by state, basic estate planning documents, popular estate planning techniques, how valuations play into estate planning, and key court cases relating to valuations for estate planning.
Learning Objectives:

  1. Understand estate planning: Key documents and techniques; when to start; who to involve; key considerations; and basic estate planning process
  2. Understand the differences between states for estate planning considerations
  3. Understand how valuation professional get involved in estate planning
  4. Understand the financial and emotional considerations in estate planning and review key court cases involving valuation and estate planning/settlement


SESSION SPEAKER(S)

CPA
Partner | Wipfli LLP
LL.M. (Taxation)
Former Partner & Director of Estate Planning | Wipfli LLP