{"id":850,"date":"2015-11-02T17:17:27","date_gmt":"2015-11-02T17:17:27","guid":{"rendered":"https:\/\/mcdlawyers.net\/?p=850"},"modified":"2015-11-02T17:17:27","modified_gmt":"2015-11-02T17:17:27","slug":"how-to-use-life-insurance-to-meet-estate-planning-needs-and-goals","status":"publish","type":"post","link":"https:\/\/mcdlawyers.net\/?p=850","title":{"rendered":"How to Use Life Insurance to Meet Estate Planning Needs and Goals"},"content":{"rendered":"<p><b>How to Use Life Insurance to Meet Estate Planning Needs and Goals<\/b><\/p>\n<p><b>Date: November 10, 2015<\/b><\/p>\n<p><b>Time: 8:30am to 3:00pm<\/b><\/p>\n<p>Building a Good Foundation of Estate Planning Knowledge.<\/p>\n<p>Learn about the business opportunities that come with a basic understanding of estate planning.<\/p>\n<p>In this workshop you will learn:<\/p>\n<ul>\n<li>The importance of how assets (retirement plans, brokerage accounts real property) are titled, including new California legislation for beneficiary designations for real property.<\/li>\n<\/ul>\n<ul>\n<li>The new legislation on Physician-Assisted Suicide for Californians:\u00a0 You will be able to guide your clients when on the specifics of this controversial law<\/li>\n<\/ul>\n<p>You will get comfortable speaking to your clients about:<\/p>\n<ul>\n<li>The \u2018no estate plan\u2019 plan<\/li>\n<li>The Will based estate Plan<\/li>\n<li>The Living Trust Based Estate Plan<\/li>\n<\/ul>\n<p>You will learn estate tax basics<\/p>\n<ul>\n<li>The Federal Estate Tax<\/li>\n<li>The State Inheritance\/Estate Tax<\/li>\n<li>The Annual Exclusion amount and gifts exempt from the Annual Exclusion<\/li>\n<li>Primer on the capital gains tax and the magic of the basis adjustment.<\/li>\n<\/ul>\n<p>You will be given the opportunity to think outside the box with Life Insurance<\/p>\n<ul>\n<li>Planning for Special Needs Kids<\/li>\n<li>Planning for our Elders<\/li>\n<li>Planning for Blended Families- his, hers, theirs<\/li>\n<\/ul>\n<p>The Ins and Outs of Proposition 13 and its progeny.<\/p>\n<ul>\n<li>Transferring real estate to the kids without reassessment<\/li>\n<li>The use of life insurance in maximizing the benefits of real property transfers<\/li>\n<li>The many Tricks and Traps of Proposition 13<\/li>\n<\/ul>\n<p><strong>CE Credits are for life insurance agents, CFP\u2019s and CPA\u2019s.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Use Life Insurance to Meet Estate Planning Needs and Goals Date: November 10, 2015 Time: 8:30am to 3:00pm Building a Good Foundation of Estate Planning Knowledge. Learn about [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-850","post","type-post","status-publish","format-standard","hentry","category-blog"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts\/850","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=850"}],"version-history":[{"count":0,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=\/wp\/v2\/posts\/850\/revisions"}],"wp:attachment":[{"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=850"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=850"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mcdlawyers.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=850"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}