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 Credits
Attorneys
7.0 Virginia CLE Hours (1.0 Ethics)
8.0 New Jersey CLE Hours (1.0 Ethics)
8.0 New York CLE Hours (1.0 Ethics)
Certified Financial Planners
8.0 CFP Hours
Continuing Education Credit Information
This seminar is open to the public. This intermediate level, group live course offers accountants 8.0 CPE hours in the field of taxes. A basic level of federal tax and estate planning knowledge is suggested, and no advance preparation is required.
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.
The Virginia State Bar MCLE Board has approved this course for 6.5 CLE credit hours, including 1.0 ethics hour, for attorneys.
HalfMoon Education Inc. is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This traditional format course offers 8.0 CLE hours, consisting 8.0 Areas of Professional Practice hours, which are appropriate for new and experienced attorneys.
HalfMoon Education Inc. is a New Jersey CLE Service Provider (No. 164), and this course offers 8.0 CLE hours to New Jersey attorneys.
HalfMoon Education Inc. is a CFP Board-Registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.
Speakers
Charles Nance
The Nance Law FirmEstate Planning Attorney at The Nance Law Firm in Richmond
Mr. Nance’s practice includes trust and estate planning and asset protection elder law. He represents clients on such matters as planning for naming guardians for young children, assisting older or disabled persons with nursing home care, transfer of a family business, and distribution to family members and favorite charities with a minimum of taxes, fees, and government intervention. He assists families struggling with the legal and financial challenges of disabilities such as Alzheimer’s and Parkinson’s. Prior to limiting his practice to estate planning, Mr. Nance was an in-house lawyer for a securities broker-dealer, a work-out consultant for private real estate investors, and a developer of tax-credit housing for low income families. He previously served as a legislative assistant in the U.S. House or Representatives and as an assistant to various Virginia elected officials. Mr. Nance is a graduate of the College of William and Mary and earned his law degree from George Mason University, where he was chosen by his peers as rector (or chairman) of the University’s Board of Visitors. He is a member of the Virginia State Bar (Trusts & Estates Section). He formerly served on the Continuing Education Committee of the Bar Association of the City of Richmond. Mr. Nance is a frequent speaker before regional business, community and professional organizations, is an approved speaker for continuing education programs for insurance and accounting professionals, and is a frequent guest on radio and television programs. He has been interviewed by CNN Financial Network on planning for multi-generational IRA distribution, and he has been selected by Virginia Business Magazine as a leading tax and estate attorney in an annual survey of the state’s “Legal Elite.” He is the author of The Consumer’s Guide to Nursing Homes and the Division of Assets in Virginia.