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Estate Planning Techniques for Highly Appreciated Assets

Learn to recognize highly-appreciated assets and be able to provide clients with alternative planning options.

Many clients have highly-appreciated assets which may no longer be appropriate for their life situation, but the client believes he or she is locked into the investment on account of the adverse federal income tax consequences that will follow if he or she disposes of them. After this content, you will be able to review the portfolios of clients, identify those clients who can benefit from appropriate advice on how to deal with highly-appreciated assets, present and discuss the planning alternatives that are available, explain the advantages and limitations of each, and recommend one or more appropriate courses of action for implementation by the client.

Runtime: 92 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current Tax Update

Quantifying Large Unrealized Capital Gains and Losses

Net Unrealized Appreciation in 401(k) Plans

Like-Kind Exchanges

Charitable Contributions, Trusts, and Donor-Advised Funds

Inter Vivos vs. Postmortem Transfers: Tax Implications and Other Considerations

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

John Paul Parks

John Paul Parks Attorney at Law

  • Sole practitioner in Scottsdale, Arizona
  • Concentrates practice in trusts and estates administration, estate planning, business law, and related litigation
  • Principal draftsman of the 1990 revision of the Florida Not for Profit Corporation Act
  • Past member of the State Bar of Arizona’s Rules of Professional Conduct Committee (the Ethics Committee) and a former agent of Attorneys’ Title Insurance Fund, Inc., Orlando, Florida
  • Frequent speaker and has written numerous publications
  • Licensed to practice law in Arizona, California, Florida, and the District of Columbia
  • LL.M. degree, University of Miami; J.D and B.A. degrees, Stetson University
  • Can be contacted at 480-477-6626 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399214
Published 2017
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