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Roulet

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Self-Study CPE
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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CONSTRUCTION INDUSTRY TAX ISSUES
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CANCELLATION OF DEBT INCOME
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IRS EXAMINATION SELECTION PROCESS
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PREPARING IRS LETTER RULINGS
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AVOIDING TAX PRACTICE MISTAKES - PART 1 - COLLECTION & EXAMINATION
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Roulet estatebootcamp

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

Cost Free   CPE Credits 1.0 hour   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
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

And much more.

Testimonials

"Chuck Roulet is an excellent speaker. His presentation was timely, easy to understand, and used real-world examples. I will definitely be using the webinar slides for reference purposes."

"Best session yet! Knowledgeable speaker. Easy to understand and wade through complicated material. Thanks so much for a quality class!"

"Excellent "Boot Camp" - these slides can be understood by "normal" people (clients!) and help them to make informed decisions about estate planning. Thank you very much for your clear and concise presentation!"

"I greatly enjoyed the seminar and the speaker, Chuck Roulet, is is very knowledgeable and has the ability to explain complicated subjects in an easy to understand manner to non-attorneys."

"I listened to this webinar for personal reasons and found it extremely interesting and informative. The information provided will definitely help me in my personal estate planning."

"This presenter is one of the best. He spoke with authority, knowledge, a good energy level, was articulate and seemed to enjoy sharing the information."

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 helping them protect 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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

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.