Seminar

Nuts & Bolts of Estate Planning: Pitfalls for Accountants (Seacoast Location)

Thursday, May 30, 2013 01:00 PM

Registration Cost: $220.00

Seminar Description:

Through the use of a case study, the presenters will explain the nuts and bolts of estate planning, including:

* The use of revocable trusts to avoid probate and to properly and flexibly plan for federal and state estate taxes in this ever-changing tax environment
* The importance of having financial and health care powers of attorney.
* The "do's and don’ts" when agreeing to serve as an executor, trustee or holder of a financial power of attorney.

The presenters will also discuss a variety of planning techniques to deal with common situations, such as:

* The succession of a family business
* The shared use of a family vacation home
* Lifetime gifting and equalizing inheritances
* Protecting inherited assets from the children's spouses and creditors
* Planning for the non-traditional family.

Program Designed For:

CPAs, Attorneys, Financial Advisors, Insurance Professionals, Business Valuation Advisors

Seminar Schedule:

When: May 30, 2013, 1:00 p.m. to 4:30 p.m.
Cost: $180 for NHSA members and $220 for non-members
Location: The Best Western Plus, 815 Lafayette Road, Hampton, NH (directions)
Sponsor: New Hampshire Society of CPAs
Registration: Additional information and registration will be available on the New Hampshire Society of CPAs website.

Speakers: Steven Cohen, CPA, Esq. and• Anu R. Mullikin Esq.

This program will qualify for 4.0 hours of CPE based on 50 minute hour