Content Provider
Roulet

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Roulet estatebootcamp ss

ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Self Study
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Series: Bookkeeper, Estate Planning
Course Description

In this fast-paced webinar, we will cover the basics of estate planning for non-lawyers. In simple language, devoid of legalese, you'll learn the following:

• Planning considerations for families with minor children;
• The basics of probate;
• The pros and cons of wills and trusts and how to determine what may be best;
• An overview of estate tax planning;
• Asset protection considerations;
• An overview of financial powers of attorney and health care directives;
• Why common probate avoidance techniques such as pay-on-death, transfer-on-death and joint ownership often cause more problems than they solve;
• A special note on IRAs in the wake of the Supreme Court decision in Clark v. Rameker

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify basic considerations and laws that apply to estate planning

Linkedin

Chuck Roulet

Roulet Law
Principal
chuck@rouletlaw.com
(763) 420-5087

Roulet

Attorney Chuck Roulet’s practice is focused on estate planning, business law, and asset protection services. He is dedicated to helping his clients gain peace of mind by protecting what matters most to them. Chuck earned his undergraduate degree from Georgetown University in Washington, DC, and his law degree from William Mitchell College of Law, where he received the CALI award for being the top student in his class in the area of Estates and Trusts. He was an editor of the William Mitchell Law Review, a member of the Rosalie Wahl Moot Court Team, and provided research and drafting assistance to the committee that rewrote Minnesota’s Civil Jury Instruction Guide. After graduation, Chuck went to work for a large firm in the Twin Cities before starting his own firm. Chuck has published a number of articles on estate planning and business and conducts local and national presentations on estate planning, business formation, and asset protection.

Additional Materials
Supporting Documentation
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Roulet
Roulet Law Firm, with offices in Maple Grove and Bloomington, Minnesota, will help you protect what matters most to you by putting plans in place that will protect your family, your assets, and your business. We take the time to answer each and every one of your questions so you can rest easy knowing that the plan we put in place will help you accomplish your unique needs and goals, whether that's starting a new business or helping ensure that your children would always be raised by the person you want, how you want, and ensure that the money you leave for those you love would be protected.