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Estate Planners Risk Assessment and Checklist: The Big Picture is Often Overlooked But Critical for All Estate Planners and Plans MP3 |
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DO YOU RECOMMEND PLANS WITHOUT KNOWING IF YOUR CLIENTS
AND THEIR ACCOUNTANTS WILL FOLLOW THROUGH ON CRITICAL COMPLIANCE ITEMS?
HAVE YOU ASKED YOUR CLIENTS ABOUT THEIR AND THEIR CHILDREN S TOLERANCE FOR AUDIT?
Do you create impressive estate plans that negatively impact your clients' control, cash flow and financial statements? Are you trained to understand the dynamics of basic family psychology?
A client and their family are likely to judge the ultimate success of an estate plan based on personal concerns, not the legal and tax merits. A technically flawless plan may fail to achieve a client's goals if the planner does not consider family dynamics, client tendencies, and other non-tax, non-legal factors. Deciding on the techniques to recommend and provisions to draft requires considering more than the technical aspects of a plan, which estate planners may tend to overlook. Proper consideration of these non-legal, non-tax factors can help planners reduce serious potential problems, including future estate disputes, IRS audits, client complaints, and disputes with the client's other advisors.
Join us as our panel discusses 25 factors to consider and how being aware of the unique personal, family and business issues each client presents can lead to a better result for everyone involved.
Moderator: Avi Z. Kestenbaum
Speakers: Marvin Blum, Esquire & Al W. King, III
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