SOP2304. How to Have an Estate Planning Conversation with your Client (Individuals and Businesses)

This session will focus on 5 questions to use with clients to initiate an estate planning conversation. We will discuss estate tax rules today and focus on planning in advance of scheduled sunset of several provisions. We will also discuss tools that CPA's can use to enhance the estate planning process.

Learning Objectives:

• Use open-ended questions to initiate an estate planning conversation with clients
• Identify qualitative and quantitative issues associated with estate planning
• Identify planning strategies to take advantage of current law before sunset of favorable provisions
• Differentiate tools that can enhance the conversation about estate planning with clients