5 Estate Planning Tactics That Add Value and Drive Action for Clients at Any Wealth Level

The Tax Cuts and Jobs Act (TCJA) sunset has put a spotlight on estate planning for the past few years. However, after the Republican sweep in the 2024 election, estate planning may become lower on client priority lists. Although major impacts to estate tax are no longer expected, there are still several ways that neglecting estate planning can make wealth transfers more complex than necessary.

In this webinar, Martin Shenkman explains the vital role financial advisors can play in assisting clients with estate planning without venturing into the unauthorized practice of law. Shenkman will share practical approaches to provide service offerings such as estate planning summaries, client account titling, power of attorney management, and how revocable trusts can be used to minimize the risks of elder abuse

During this webinar, advisors will learn how to:
- Identify post-2024 election estate planning opportunities.
- Describe the impacts of vague or incorrect account titles and tax ID numbers, and how to address them.
- Explain the benefits of having a power of attorney and outline common mistakes.
- Highlight provisions that may make revocable trusts better tools for clients to minimize the risks of elder abuse.

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.