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 Firm

Estate 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.

Streamable MP4/PDF Price: Original price was: $259.00.Current price is: $207.20.