Washington Community Property: Estate Planning
Date:	12/04/08	Type:	Live	Time:	1:00 - 4:45 p.m.
Credits:	4*	Site:	Vanc.	Fee:	$115.00
Location:	Marshall House 1301 Officers' Row Vancouver, WA 98661
Registration:	Registration Form - Seating is limited.
Quick Links to Fall Classes Oregon CPA Ethics Washington CPA Ethics Accounting & Auditing Update Advising Family Businesses Advising Family Businesses AND Independent Contractors Choice of Entity: Smart Tax Planning Community Property Creative Tax Planning for Real Estate Choice of Entity AND Tax Planning in Unstable Real Estate Mkt. Divorce in Oregon & Washington Divorce Taxation for CPAs, CFPs, and Family Law Attorneys Divorce in Oregon & Washington AND Divorce Taxation Employment Law: Positive Practices for Business Relationships Employment Law AND Washington CPA Ethics Independent Contractors: Tax and Business Planning Internal Controls in a Risky Environment Sustainability: Practical Methods for CPAs Tax Planning in an Unstable Real Estate Market Washington CPA Ethics AND Sustainability Washington Community Property: The CPA's Guide Washington Community Property: Estate Planning WA Community Property: CPA's Guide AND Estate Planning Registration

Audience: Designed for CPAs, CFPs and other financial professionals who provide estate planning counseling.

Level: Basic

Description: Washington’s community property rules play a big role in both the distribution and the taxation of estates. CPAs, CFPs, and other professionals involved in estate planning need to understand these rules before advising estate planning clients. A continuation of Washington Community Property: The CPA's Guide, this course covers the basics of community property rules as they relate to estate planning and examines how these rules impact a number of tax and non-tax post-death issues.

Learn About: Coordinating financial planning and estate planning » The CPA’s role in estate planning » Overview of Washington community property rules » Devising estate plans for complex families » Will substitutes » Living Trusts » Common will provisions » Community property income tax rules » Understanding basis » Estate and Gift Tax rules » Planning for life insurance » Marital deduction planning » Planning to utilize the unified credit » Intestacy » and the Widow’s election.

Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles on estate planning and taxes, including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more »

* Credit varies by profession. Please see our page on Professional CPE Requirements.

** Take two courses together and save $55.00:
Washington Community Property: The CPA's Guide (morning) &
Washington Community Property: Estate Planning (afternoon).
$175.00 for both the morning and the afternoon session. 8 hours of cpe credit.
More information at:
Washington Community Property: The CPA's Guide & Estate Planning.

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