Trusts, Estates & Probate

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Investment Tools All Estate Planners Must Understand

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
CPE for Accountants/NASBA Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Live Online
1 hour
Jordan Inver
With Jordan R. Inver from Stark & Stark PC

Wed, Oct 21, 00:00 AM – 00:00 PM

Product ID 102602

Register For Course

Course Includes
$199

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Know the Assets Behind the Estate Plan - and the Coordination Pitfalls That Derail Them

Estate planning is not just about drafting documents. You must also understand how assets actually transfer, how beneficiary designations operate, and where investment-related mistakes can derail an otherwise sound plan. This practical program examines the investment and financial tools estate planners encounter most often: retirement accounts, brokerage accounts, annuities, 529 plans, life insurance, business interests, and crypto assets - with a focus on the tax, fiduciary, and coordination issues that routinely create problems in planning and administration. Register today!

  • Learn why retirement accounts are often the most consequential (and more mishandled) asset in estate planning.
  • Discover the basis planning opportunities many estate plans miss.
  • Identify planning pitfalls unique to life insurance, business interests, and nontraditional assets.
  • Walk away with a practical checklist you can apply to every client file.

Abbreviated Agenda

  1. Retirement Accounts: Why They're the Most Dangerous Asset in Estate Planning
  2. Brokerage Accounts, Annuities, and 529 Plans: What to Know
  3. Basis Planning: The Tax Savings Most Plans Leave on the Table
  4. Fiduciary Investing and Trustee Responsibility: UPIA Standards, Delegation, and Liability Exposure
  5. Life Insurance, Business Interests, and Digital Assets
  6. The "Must Review" Checklist: Ownership, Beneficiaries, Taxes, Liquidity, Administration, and Coordination

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102602

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
CPE for Accountants/NASBA Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal
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Agenda

All times are shown in

  1. Investment Tools All Estate Planners Must Understand

    1. Retirement Accounts: Why They're the Most Dangerous Asset in Estate Planning
    2. Brokerage Accounts, Annuities, and 529 Plans: What to Know
    3. Basis Planning: The Tax Savings Most Plans Leave on the Table
    4. Fiduciary Investing and Trustee Responsibility: UPIA Standards, Delegation, and Liability Exposure
    5. Life Insurance, Business Interests, and Digital Assets
    6. The "Must Review" Checklist: Ownership, Beneficiaries, Taxes, Liquidity, Administration, and Coordination

Who Should Attend

This program is designed for estate planning, probate, trust administration, elder law, and wealth preservation attorneys, as well as lawyers advising fiduciaries and closely held businesses. It will also benefit accountants, paralegals, and other professionals involved in estate planning, trust administration, and beneficiary coordination matters.

Speakers

Jordan R Inver
Jordan R.
Inver
Stark & Stark PC
Speaker bio
Jordan R Inver

Jordan R. Inver

Stark & Stark PC
Jordan Inver

is an attorney at Stark & Stark PC, in the Trusts & Estates group. He assists clients in various aspects of estate planning services, including wills, irrevocable trusts, business succession planning, guardianships, conservatorships, durable powers of attorney, and health care directives. Prior to joining Stark & Stark, Mr. Inver served as a Tax Attorney for an accounting firm in Philadelphia, PA where he assisted clients with their tax disputes. He also served as a student attorney for the Villanova Law Federal Tax Clinic, where he represented low-income individuals involved in examinations, administrative appeals, collection matters, and cases before the United States Tax Court and Federal District courts. Mr. Inver has served several clerkships and legal externships, and judicial internships. He served as a law clerk for Green & Schafle in Philadelphia, as well as for Gawthrop Greenwood, PC in West Chester, PA. Mr. Inver earned his B.S degree from University of Delaware and his J.D degree from Villanova University Charles Widger School of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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