Estate Planning Challenges and Tax Purgatory Solutions
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Estate Planning Challenges and Tax Purgatory Solutions
- 1. Presented by Richard L. Randall, Esq. Chairman & CEO, National Network of Estate Planning Attorneys A New Product Line at the IRS Supermarket: Shopping During Estate Tax Purgatory
- 2. Estate Planning Overview Most Estate Plans Just Don’t Work!
- 3. Estate Planning Overview Definition of Estate Planning I Want to Control My Property While I’m Alive and Well Plan for Me and My Loved Ones if I Become Disabled
- 5. SAVE TAXES EXPAND WEALTH PRESERVEWEALTH FAMILY ME The LifeSpan™ Planning Pyramid TM & © LifeSpan, LLC 2002 - 2009. Use by National Network members by express permission and under license granted by LifeSpan, LLC. Revised 4/2007 1. DEVELOP your plan with counselling-oriented planning partners 2. COMMIT yourself and your family to a formal continuing maintenance and education program 3. SECURE appropriate assistance to assure your wisdom is transferred along with the rest of your wealth ™ ™
- 16. Presented by Richard L. Randall, Esq. Chairman & CEO, National Network of Estate Planning Attorneys The New Estate Planning Landscape (Guiding Clients Through Estate Planning Purgatory)
- 19. Indeed, Senate Finance Committee Chairman Max Baucus says there’s “Massive, Massive Confusion”!
- 32. “ As If Never Enacted”
- 37. Presented by Richard L. Randall, Esq. Chairman & CEO, National Network of Estate Planning Attorneys A New Product Line at the IRS Supermarket: Shopping During Estate Tax Purgatory
Notas del editor
- MODULE 1A Use Overhead #1 - The Truth About Estate Planning Tell the CLIFF YOUNG STORY (optional) – this is used to explain the name of the workshop “The Truth About Estate Planning” and why we call it that – about preconceived notions and having an open mind QUESTION: Let me ask you a question. How many of you have found that there are really only two types of things in life: things that work, and things that don’t work? May I have your permission to be blunt?
- MODULE 1A Use Overhead #1 - The Truth About Estate Planning Tell the CLIFF YOUNG STORY (optional) – this is used to explain the name of the workshop “The Truth About Estate Planning” and why we call it that – about preconceived notions and having an open mind QUESTION: Let me ask you a question. How many of you have found that there are really only two types of things in life: things that work, and things that don’t work? May I have your permission to be blunt?
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1A QUESTION: I have a question for you. How do you know whether an estate plan works? In fact, when do you know whether an estate plan works? Work = meets expectations. How do you know if it meets expectations. “ Snapshot” Story We’re in the business of helping families build plans that work
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1A QUESTION: I have a question for you. How do you know whether an estate plan works? In fact, when do you know whether an estate plan works? Work = meets expectations. How do you know if it meets expectations. “ Snapshot” Story We’re in the business of helping families build plans that work
- Proper Asset Ownership (boring topic?) We don’t apologize for talking to you about it, because it’s an absolute key to the planning. QUESTION: How many of you have talked with your attorney about how your estate will be charged after you’re gone? Show of hands. Response – (If you haven’t asked the question now…You won’t be asking the questions then!) So who will be asking those questions? So how well-prepared is your family? Do your helpers know what to do? How to do it? How to pay for it? Grieving period is not a good time for education
- MODULE 2A Overhead #3 - Counselling vs. Word Processing What passes for estate planning in America today is little more than word processing I’ll be brave enough to say over 90% of “estate” plans are 1 of 3 forms
- MODULE 2A Overhead #3 - Counselling vs. Word Processing What passes for estate planning in America today is little more than word processing I’ll be brave enough to say over 90% of “estate” plans are 1 of 3 forms
- MODULE 2A Overhead #3 - Counselling vs. Word Processing What passes for estate planning in America today is little more than word processing I’ll be brave enough to say over 90% of “estate” plans are 1 of 3 forms
- MODULE 1A Use Overhead #1 - The Truth About Estate Planning Tell the CLIFF YOUNG STORY (optional) – this is used to explain the name of the workshop “The Truth About Estate Planning” and why we call it that – about preconceived notions and having an open mind QUESTION: Let me ask you a question. How many of you have found that there are really only two types of things in life: things that work, and things that don’t work? May I have your permission to be blunt?
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)
- MODULE 1B For people who are committed to the long term Whose fault is it? (if the plan doesn’t work)