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Mark your calendars now!
February 26th, 2013
11:30-1:30
“Estate Planning in 2013: Changes in the Law and Special Issues Related to Rural Land“
Presented by Allison Elder and Thomas Hall
Worth 2 CPE credits
San Antonio CPA Society
901 NE Loop 410 Ste 420
San Antonio, TX
Course Description:
Certified Public Accountants, serving as trusted advisers to their clients, are often asked about estate planning and taxation. Therefore, it is important to understand the fundamentals of disability and estate planning, and to stay abreast of developments in the law. This comprehensive course examines the issues and strategies for asset protection, limiting liability, planning for mental disability to avoid conservatorship, and dealing with probate. In particular, the presenters will focus on counseling families with rural land, their options for leaving land to heirs and using conservation easements as a mechanism to reduce or eliminate estate taxes. They will also give an update on estate taxation in 2013. This thorough overview of issues and strategies will equip you to identify issues related to estate planning, answer initial questions, and strengthen your relationship with clients.
Learning Objectives:
- Fundamentals of estate planning
- Fundamentals of disability planning
- Changes in the federal estate tax in 2013
- Limiting liability for rural landowners
- Planning for mental disability
- Probate
- Conservation easements as an estate tax planning tool
For more info or to RSVP, visit the SACPA website: