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Presenter, The National Business Institute (June 27, 2019).

Kathleen DeLacy, Partner in Reger Rizzo & Darnall’s Estates & Trusts Practice Group, will present Estate Planning: Top 7 Tools to Know to the National Business Institute on Thursday, June 27, 2019. 

The full-day program will focus on the estate planning process, and will provide attendees with an in-depth familiarity with the top estate planning tools, including wills, trusts, advanced directives and more. The seminar will teach attendees how to create wills that prevent conflict and confusion, educate attendees on how to ensure they are using the right trust structure when setting up revocable living trusts, how to make sense of IRS rules regarding retirement benefit planning, how to take advantage of portability, step-up basis and other essential tax minimization tactics, how attorneys can preserve access to public benefits when creating special needs trusts, how you can gain critical insights on durable financial powers of attorney, and will teach attendees how to ensure their clients’ healthcare wishes are clearly stated in advance medical directives.

This intermediate level seminar is designed for attorneys, paralegals and legal assistants, financial planners, CPAs, accountants, and trust officers. The course has been approved for 6.7 hours of DE CLE credits, including 1.00 ethics credit; 6.5 hours of PA CLE credits, including 1.00 hours of ethics credit; 8.00 CPE credits, including 1.00 regulatory ethics credits, 1.00 taxes credits, and 6.00 hours of specialized knowledge credits; 8.00 Financial Planner Credits, 0.70 – IACET; 8.00 – PACE, including 8.00 Chartered Financial Consultant credits.