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2022 AICPA & CIMA ENGAGE

ENG2220 - Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)


Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm


Standard: $49.00

Description

This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.

Learning Objectives:
  • Identify both short and long-term estate planning opportunities for clients
  • Formulate a strategy for creating holistic and multigenerational client plans

Speaker(s):

​Speaker - Virtual(s):

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