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Live Webcast Replay

Estate Planning in 11th Hour of Life


Total Credits: 1.2 including 1.2 Taxes - Technical

Average Rating:
Not yet rated
Category:
Partner Produced |  Tax
Faculty:
Robert A. Bryant, JD, MBA
Course Levels:
Overview
Duration:
1.2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

How can the CPA and estate planner work together in the final days, weeks, months of a person’s life to help the family prepare for death? Join in to examine how you can help your clients take care of a loved one’s final wishes at a difficult time.

Basic Course Information

Learning Objectives
  • Strategic estate planning in the last months or years of life.


Major Subjects
  • Estate planning when anticipating incapacity
  • Estate planning under extended incapacity
  • Asset ownership planning  

Course Materials

Faculty

Robert A. Bryant, JD, MBA Related seminars and products

Elder Law Attorney

Giarmarco, Mullins & Horton, PC, Troy


Mr. Robert A. Bryant joined the firm’s estate and business planning group following six years of experience with a certified public accounting firm. Mr. Bryant is a graduate of Wayne State University (B.S., 1991); he received his law degree from the University of Detroit (J.D.,1994); he received his Master’s in Business Administration from the University of Detroit (M.B.A.,1994); he received his Master’s in Divinity from Liberty University, and his doctorate from Gordon-Conwell Theological Seminary.

Mr. Bryant’s primary areas of practice are estate planning, lifetime gifting strategies, trust administration, gift and estate tax returns, business succession planning, IRS tax controversies, eldercare law including Medicaid and Veterans Benefits.

Mr. Bryant is a former instructor at the University of Detroit Law School. He also lectures frequently on eldercare and estate planning before the Institute of Continuing Legal Education (“ICLE”), Certified Public Accounting firms, brokerage firms and trade associations.

Mr. Bryant has published a number of articles on tax related matters and estate planning appearing in professional journals. He assisted in writing chapters on succession planning in Advising Closely Held Businesses in Michigan and the Michigan Business Formbook published by the Institute of Continuing Legal Education (“ICLE”). He is also a member of the American Bar Association and the State Bar of Michigan.


Dates

Tue, Oct 26, 2021 - 01:30pm to 02:43pm EDT
Wed, Nov 03, 2021 - 09:00am to 10:13am EDT
Wed, Dec 08, 2021 - 11:00am to 12:13pm EST
Tue, Jan 18, 2022 - 05:30pm to 06:43pm EST
Sat, Feb 26, 2022 - 10:00am to 11:13am EST
Wed, Mar 23, 2022 - 03:00pm to 04:13pm EDT
Fri, Apr 29, 2022 - 02:30pm to 03:43pm EDT
Tue, May 17, 2022 - 09:30am to 10:43am EDT
Thu, Jun 23, 2022 - 01:30pm to 02:43pm EDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Professionals with clients who are able to do last minute planning before incapacitation.


 


Original Recording Date

10/2021


Yellow Book

No


Course Developer

MICPA


Date Added to Catalog

08/16/2021


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. 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.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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