Foundation For Continuing Education

Continuing Education for Legal, Tax, Accounting, Estate & Financial Professionals

978-468-6528

Continuing Education for Tax, Legal, Accounting,
Estate & Financial Professionals.

Estate Planning: Intermediate

by Michael Monteforte, Esq.

  1. Introduction: Beyond the Basics
  2. Mass Estate Tax Strategies
  3. Federal Estate Tax & GST Planning
  4. Advanced Estate Planning Strategies
  5. Income Tax Considerations
  6. Medicaid & Long term Care
  7. Special Needs & Supplemental Needs Trusts
  8. Business Succession & Asset Protection Planning
  9. Retirement Account Planning
  10. State Specific Planning Beyond Mass
  11. Valuation Discounts & IRS Challenges
  12. Expanded Charitable Strategies
  13. Estate Admin & Tax Filing Considerations
  14. Case Studies: 3 Practical Scenarios
  15. Ethics & Professional Responsibility Considerations
  16. Questions and Answers

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Programs

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.

Get In Touch

Any questions, comments or address changes, please mail them to FCE at :
64 Pleasant Street,
PO Box 458,
Wenham, MA 01984

Registration and Conference Center:
Tel. 978-468-6528 *
Fax: 978-468-2573