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Presenter: C. Page Hamrick, BSBA, JD, CPA, MBA

Seminar Date:

Seminar Location: Charleston, WV

Charleston Marriott Town Center
200 Lee Street East
Charleston, WV 25301
Phone: 304-345-6500

This seminar is closed or full.

Agenda:

Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:20 pm

Lunch (On your own):         12:20 - 1:40 pm

Afternoon Session:             1:40 - 5:00 pm


Federal Tax Law and Its Impact on Planning

   Overview of new tax legislation
   Portability of exemptions between spouses


Fundamentals of Estate Planning

   The basics of planning for incapacity
   The basics of asset transfers at death
   Basics of estate and gift tax planning
   Recognizing ethics issues in estate planning


Gifting Basics

   Basics of the federal gift tax system
   Gift tax discount planning techniques
   Estate freeze techniques


Retirement Asset Planning

   Minimum distribution rules
   Fixing less-than-perfect beneficiary designations
   Common estate planning strategies


Generation Skipping Transfer Tax (GSTT) Planning

   Defining terms and assigning generations
   Taxable transfers and exemptions
   Inclusion ratio
   Application of GSTT to trusts


Charitable Planning

   Charitable tax planning vehicles


Advanced Gifting Strategies and Testamentary Planning

   Advanced trusts, annuities and other instruments
   Testamentary tax planning for married couples
   Advanced generation-skipping and estate tax reduction planning


Business Succession Planning

   Using buy-sell agreements
   Using family limited partnerships
   Valuing business and partnership interests


Trustee Selection and Asset Protection Planning

   The role of the trustee
   Factors for trustee selection
   Integrating asset protection with estate planning


Ethical Considerations in Estate Planning

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

Accountants
     8.0 CPE Credit Hours (1.0 Ethics)

Attorneys
     8.4 West Virginia CLE Hours (1.3 Ethics)

 Certified Financial Planners
     8.0 CE Hours


Continuing Education Credit Information

This seminar is open to the public. This course offers 7.0 intermediate level CPE credits to accountants in the area of taxation and 1.0 hour of regulatory ethics. An advanced knowledge of estate planning and federal taxation is beneficial. No advanced preparation is recommended. The West Virginia Board of Accountancy accepts courses from providers that are members of the National Registry of CPE Sponsors.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015.

This course is approved for 8.4 CLE hours, including 1.3 ethics hours, for West Virginia attorneys.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor (Sponsor No. 466). The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.

Attendance will be monitored and reported, as required. Attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers:

C. Page Hamrick, BSBA, JD, CPA, MBA

C. Page Hamrick, BSBA, JD, CPA, MBA, practices in Charleston, West Virginia, concentrating in business, tax, domestic relations and probate and estate law. He is admitted and has practiced before all local, state and federal courts, United States Tax Court and the Supreme Court of the United States. Mr. Hamrick is a frequent writer and seminar speaker on divorce and business topics. He taught University level courses in statistics and taxation at Marshall University and he taught accounting at WVCOGS. He served as family law master, counsel to the West Virginia Legislature, assistant attorney general, and hearing officer for numerous State agencies. Mr. Hamrick has testified as an expert witness in matters involving financial analysis, federal and state taxes, divorce financial issues, qualified domestic relations order issues, business and pension valuations, accounting and real estate.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more People: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.