NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
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When proposing an estate plan to a potential client, one needs to explain the proposed technique and the tax saving benefits the proposed technique can accomplish. Today’s presentation will demonstrate how financial modeling not only illustrates the impact of the factors that shift wealth to future generations without exposure to estate and gift tax but allows the advisor to communicate these objectives in an understandable manner. Once clients understand how a technique works, they can become involved in the design of the estate plan and decide on how much to “give away.” This is an intermediate level program.
Jerome M. Hesch, MBA, JD, is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP in Boca Raton, Florida office. He is the Director of the Notre Dame Tax and Estate Planning Institute and is a Fellow of ACTEC. He has published articles, Tax Management Portfolios, a law school casebook on Federal Income Taxation and has spoken at CLE programs throughout the country.
Brandon Ketron, CPA, J.D., LL.M. is a partner at the law firm of Gassman, Crotty & Denicolo, P.A., in Clearwater, Florida and practices in the areas of Estate Planning, Tax and Corporate and Business Law. Mr. Ketron has authored articles for national publications and has spoken as a presenter on estate tax planning topics. He co-authored books on Section 199A, the Employee Retention Credit and IRA Planning.
This webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025! By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars. WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.
REGISTER HERE for the program.
See all upcoming and previous webinars
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
