October 25, 2023


4 Total CPE Credits


Webinar (CA): Pre/Post-mortem Income, Estate Planning for the Terminally Ill 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine how to help the client's family through the maze of decisions during this difficult transition
• Recognize the opportunities and mistakes that frequently occur during the client's final days
• Identify the wealth creation and preservation techniques best suited for your client's situation

Major Topics

• Getting your clients' affairs in order - asset ownership, avoiding probate, and beneficiary designations
• Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP and QDOT elections
• Investment assets—which ones to sell and which ones to hold
• Retirement assets and tax bracket management

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, bankers, financial professionals, insurance professionals, enrolled agents and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.