Estate Planning Seminar
DISCLAIMER
Before purchasing, review the rules of your licensing or certifying entity. It is your responsibility to confirm this course meets your CE requirements. See the credit tab on the course page for details.
What’s Included: Full webinar recording, written course materials, expert instruction, a mandatory quiz, and a certificate upon completion.
Deliverability Timeline: All courses are generally available within 1-2 weeks after the live presentation.
CE Credits: AIA and/or LA/CES accreditation is available by request for courses recorded prior to March 11, 2026. All courses after that date include those accreditations by default, if applicable. With these accreditations, our courses qualify for credit in nearly all states for engineers, surveyors, architects, and landscape architects.
Learn more about the on-demand format in our FAQ or contact us at (715) 835-5900 or customerservice@halfmoonseminars.org
Agenda
Registration: 8:00 – 8:30 am
Morning Session: 8:30 am – 12:20 pm
Lunch (On your own): 12:20 – 1:40 pm
Afternoon Session: 1:40 – 5:00 pm
Federal Tax Law and Its Impact on Planning
Overview of new tax legislation
Portability of exemptions between spouses
Fundamentals of Estate Planning
The basics of planning for incapacity
The basics of asset transfers at death
Basics of estate and gift tax planning
Recognizing ethics issues in estate planning
Gifting Basics
Basics of the federal gift tax system
Gift tax discount planning techniques
Estate freeze techniques
Retirement Asset Planning
Minimum distribution rules
Fixing less-than-perfect beneficiary designations
Common estate planning strategies
Generation Skipping Transfer Tax (GSTT) Planning
Defining terms and assigning generations
Taxable transfers and exemptions
Inclusion ratio
Application of GSTT to trusts
Charitable Planning
Charitable tax planning vehicles
Advanced Gifting Strategies and Testamentary Planning
Advanced trusts, annuities and other instruments
Testamentary tax planning for married couples
Advanced generation-skipping and estate tax reduction planning
Business Succession Planning
Using buy-sell agreements
Using family limited partnerships
Valuing business and partnership interests
Trustee Selection and Asset Protection Planning
The role of the trustee
Factors for trustee selection
Integrating asset protection with estate planning
Ethical Considerations in Estate Planning
Credits
Accountants
8.0 CPE Credit Hours (1.0 Ethics)
Attorneys
8.4 West Virginia CLE Hours (1.3 Ethics)
Certified Financial Planners
8.0 CE Hours
Continuing Education Credit Information
This seminar is open to the public. This course offers 7.0 intermediate level CPE credits to accountants in the area of taxation and 1.0 hour of regulatory ethics. An advanced knowledge of estate planning and federal taxation is beneficial. No advanced preparation is recommended. The West Virginia Board of Accountancy accepts courses from providers that are members of the National Registry of CPE Sponsors.
HalfMoon Education 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. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015.
This course is approved for 8.4 CLE hours, including 1.3 ethics hours, for West Virginia attorneys.
HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor (Sponsor No. 466). The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
Attendance will be monitored and reported, as required. Attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.
Speakers
C. Hamrick
C. Page Hamrick, BSBA, JD, CPA, MBA, practices in Charleston, West Virginia, concentrating in business, tax, domestic relations and probate and estate law. He is admitted and has practiced before all local, state and federal courts, United States Tax Court and the Supreme Court of the United States. Mr. Hamrick is a frequent writer and seminar speaker on divorce and business topics. He taught University level courses in statistics and taxation at Marshall University and he taught accounting at WVCOGS. He served as family law master, counsel to the West Virginia Legislature, assistant attorney general, and hearing officer for numerous State agencies. Mr. Hamrick has testified as an expert witness in matters involving financial analysis, federal and state taxes, divorce financial issues, qualified domestic relations order issues, business and pension valuations, accounting and real estate.