Integrated Estate, Finan. & Asset Protection Techniques Webcast [AEFP]

Aug 20, 2020
Time: 8:30am - 4:00pm



Credit Hours:



Member: $295.00
Non-member: $445.00

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Discussion Leader:

Arthur Joseph Werner, J.D., M.S.    more info

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of
Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and
estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at
the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D.
in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation
to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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Website registration for this course closes on August 19, 2020. To register after this date please contact the society at or 907-562-4334.

Full Description

Applying Integrated Estate, Financial & Asset Protection Planning Techniques Webcast (AEFP)

August 20th, 2020

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

This program includes a variety of examples and covers several applications regarding the implementation of estate planning, financial planning, and asset protection planning. Practical examples are reviewed, using actual situations and numbers, allowing attendees to understand integrated estate, financial, and asset protection planning techniques.

Major Topics Covered:
- The current estate and gift tax climate
- Domicile issues in integrated planning
- Life insurance trust issues
- Tax issues on transfers to split-interest trusts
- Tax issues on transfers to qualified personal residence trusts
- Grantor retained trust issues
- Charitable trust issues
- Family limited partnership issues
- Intentionally defective grantor trust issues

Learning Objectives:
At the end of this course you will be able to:
- Recognize the interrelationship of estate planning, financial planning, and asset protection planning techniques.
- List sophisticated approaches in assisting clients in meeting their total financial planning needs.

Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

CPE Credits: 8, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic comprehension of estate and financial planning concepts

Acronym: AEFP

Discussion Leader: Arthur Joseph Werner, J.D., M.S.