Estate planning for professionals – physicians, lawyers, accounts and others – and executives raises challenging issues for the planner. These clients may have high incomes but their retirement assets are highly concentrated in restrictive retirement plans. Their tangible assets tend to be the target of claimants, such as former clients in fiduciary litigation, tort claimants, former spouse and others. Planning for these clients involves preserving tangible assets from potential claimants and working with restrictive retirement plans or illiquid tangible assets. This program will provide you with a guide to issues and techniques when planning for professionals and executives.
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
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