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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Back to the Future: Estate Tax Avoidance Planning

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Alaska Louisiana Ohio
Arizona Maine Oklahoma
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CPE CE Credit Approvals

The recommended number of CPE credit hours is:

The Society of Financial Service Professionals 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.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

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CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

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CE Credits [For National Showings]
ICB CFP CIE CLE CPE PACE

A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.

Order Archive
Back To the Future: Estate Tax Avoidance Planning
Archive: $
Order Workbook
Back To the Future: Estate Tax Avoidance Planning
Workbook: $

National Broadcast Dates:

February 16, 2011 1:00 p.m.–3:15 p.m. ET
February 17, 2011 9:00 a.m.–11:15 a.m. ET

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.

Program Overview

This program is a MUST attend for anyone who does estate tax planning.

In Gregory vs. Helvering (293 U.S. 465), the tax court found that "The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted." Put another way, tax avoidance is legal; tax evasion is not. Now that Congress has realigned the estate tax stars, planners need to chart their course anew. This program features a specially chosen panel of estate planning and tax experts, two of whom, Lawrence Brody and Terence Stanaland, reunite from a 2008 program, "The Changing Face of Estate Planning." Panelists will discuss how the present tax law affects the estates of decedents in 2010, what planners can do for the coming two years, as well as planning flexibility for what Congress might do in 2012. Experienced planners will come away with new strategies for the current tax environment and become familiar with tried and true methods that still work.

Attendees will get answers to these and other questions:

  • What tax strategies will be effective under the new estate tax law?
  • Will Split Dollar and Premium Financing continue as viable planning options?
  • How will tax avoidance strategies and techniques benefit advisors who have never had to provide this information to clients?
  • How does portability impact your clients under the new tax law?

Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors

Educational Level

Intermediate

Moderator

Terri L. Getman, JD, CLU, ChFC, AEP, is a member of the LIMRA Advanced Sales Committee and AALU Business, Estate and Charitable Planning Committee. Ms. Getman earned a juris doctorate from Drake University School of Law and is a member of the Iowa Bar Association.

Panel of Experts

Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He is an Adjunct Professor at Washington University School of Law, teaching Estate Planning and Drafting.
Johni Hays, JD, is the senior gift planning consultant for The Stelter Company, the leading source for gift planning marketing for the nonprofit community. With more than 15 years of experience as a practicing attorney specializing in charitable and estate planning, she is a recognized expert on the subject of gift planning.
Terence B. Stanaland, JD, ChFC, CPA, limits his law practice to estate and tax matters. He is a frequent author and lecturer and regularly consults with financial services companies on tax strategies and technical tax matters involving financial products and services.

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org