Financial advisors understand the importance of having estate planning documents in place to efficiently distribute assets, reduce family conflict, and minimize the cost and delay of probate. Yet, when reviewing a client’s estate plan, simply confirming that documents exist, without considering how those documents and beneficiary designations work together, can create significant issues when the plan is ultimately executed.
In this webinar, David Haughton explores the components of a cohesive estate plan beyond wills and trusts. David provides a deeper understanding of how titling, powers of attorney, healthcare directives, and digital asset access can either reinforce or undermine an otherwise well-designed plan. Through real-world examples and practitioner insights, he will highlight an advisor’s critical role in coordinating the moving parts of an estate plan to ensure that clients’ wishes are honored both during their lifetime and after death.
During this webinar, advisors will learn how to:
- Identify major gift tax exemptions and evaluate how the TCJA sunset may impact gifting thresholds
- Compare common gifting methods and analyze the benefits, downsides, and tax implications of each
- Determine when a gift requires a Form 709 filing and apply valuation rules and strategic filing opportunities
- Design gifting strategies that plan for basis, minimize tax liabilities, and select appropriate reporting methods based on client needs
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
