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High Net Worth Individuals: Outdated Estate Plans

Taxes

High Net Worth Individuals: Outdated Estate Plans

Course 32552C · 2 hrs · CPA & EA

Many estate plans put in place years ago no longer make sense under current law—and some may actually hurt clients by locking in unfavorable tax outcomes. This course focuses on basis planning strategies for fixing those outdated structures, helping you identify when a plan needs attention and what steps to take. If you work with high-net-worth individuals who have existing estate or asset protection arrangements, this course is essential reading for your planning toolkit.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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High Net Worth Individuals: Outdated Estate Plans
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