Edward Mendlowitz, CPA, ABV, CFF, PFS

Web Seminars

10 Things That Should Be in Every Estate Plan

Estate planning involves more than taxes.  This program will discuss the “musts” that will make every accountant a more effective and trusted advisor.  Included will be the dangers of not having a will; basics of the estate tax structure; the roles of, and choosing, executors and trustees and how trusts function; how to choose a guardian, provide payments to them and allow for their extraordinary costs; how to leave funds to a minor; estate liquidity; the importance of how IRAs, 401k, 403b and pension plans should be treated in an estate plan and how they are taxed and what can, and does, go drastically wrong; forms of ownership and the other “wills” clients have; what assets and liabilities are included in an estate, and what three insurance policy coverage (that cost under $1,000 a year) that clients need to protect their assets and estate; ethical and value considerations for heirs; the four documents that clients need to execute, and dealing with incapacity and how assets can be “stolen” by loved ones; essential check lists; and the bare minimum that must be done

Item Number Date Time CPE Credit Cost
AT-WTX212 Thursday,
June 2nd
12-1:40PM EDT 2.0 $98

Learning Objectives:

  • Explore the purpose and importance of estate planning
  • Identify the "must haves" of estate planning
  • Recognize the dangers of not having a will
  • Explore the estate tax structure and the roles of major parties

Who Should Attend:
Tax, audit, and accounting services practitioners, business advisors, people dealing with estate planning issues, and those interested in understanding the practical dynamics of estate planning.

Instructor: Edward Mendlowitz, CPA, ABV, CFF, PFS - Partner, WithumSmith+Brown

Instructional Method: Group-Internet

Level: Intermediate

NASBA Field of Study: Taxes

Program Prerequisites: A basic understanding of estate planning.

Advance Preparation: None

Ed is also giving a more general course on Estate Planning for CPAs, CFPs and Attorneys. Follow this link if you are interested in this June 7th session.