Visualized Estate Planning (PRO883)This course is designed to teach the practitioner how to explain estate planning concepts (basic and complex) to their clients using visual and graphic techniques. Topics will include: Patterns of estate planning; How to graphically explain a client's estate plan; Marital deduction/credit shelter trusts; Split interest trusts explanation; Charitable trust explanation; and Business continuance agreement explanation.
This course is coordinated by the Maryland Association of Certified Public Accounts (MAAP), and is offered in partnership with The Allegany College of Maryland Foundation, The Community Trust Foundation, The Frostburg State University Foundation, Garrett College Foundation, and the Western Maryland Health System Foundation.
10/3, Thursday (1 Session)
8:00 AM-4:00 PM
Location: Cumberland Country Club
Instructor: Arthur Werner, J.D., MST
Course Cost: $49.00 (includes continental breakfast and a buffet lunch)