Reviewing a Client's Estate Plan: Asset Disposition Under Wills and Trusts, Naming Fiduciaries, and Proper Asset Titling and Dispositions for CPAs and Other Advisers
Recording of a 110-minute CPE webinar with Q&A
This webinar will detail components of an estate plan that should be reviewed regularly. Our panel of experts in estate planning and administration will cover interpreting estate planning documents, examining asset titling, methods of conveying assets, naming fiduciaries, and the role of trusts in managing bequests for practitioners working with high-net-worth individuals.
Outline
- Reviewing a client's estate plan: introduction
- Titling and beneficiary designations
- Wills
- Class gifts and disposition of property
- Asset classes
- Revocable and irrevocable trusts
- Identifying fiduciaries
- Lifetime medical directives
- Other considerations
Benefits
The panel will review these and other critical issues:
- How asset titling affects an estate plan
- How life and legislative changes can disrupt a solid estate plan
- The types of fiduciaries and their roles in administering the estate
- Key questions to ask clients to ensure their assets will be properly transferred
Faculty

Erin Fukuto, CPA, MST
Partner
Raimondo Pettit Group
Ms. Fukuto heads the firm’s estate, gift, and trust services. She specializes in income tax and estate planning... | Read More
Ms. Fukuto heads the firm’s estate, gift, and trust services. She specializes in income tax and estate planning with an emphasis on minimizing taxes, increasing corporate profits and individual net worth, and helping not-for-profit organizations maintain their tax exempt status. Her responsibilities include: partner in charge of trust, estate and gift tax services; individual, estate, gift and trust tax planning and compliance; corporate, partnership and business tax planning and compliance; providing advisory support, tax and compliance services to nonprofit organizations; and transactional and business succession planning. Ms. Fukuto has over 20 years of experience in public accounting.
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Christopher C. Weeg, J.D., LL.M., CPA
Attorney
Comiter Singer Baseman & Braun
Mr. Weeg is a Board Certified tax lawyer and a licensed CPA. His law practice includes drafting wills and trusts;... | Read More
Mr. Weeg is a Board Certified tax lawyer and a licensed CPA. His law practice includes drafting wills and trusts; advising on income, gift, estate, and GST tax issues; forming business and nonprofit entities; and probating estates. Mr. Weeg is experienced in the preparation of gift and estate tax returns, representation of executors in all phases of estate administration, and creating comprehensive estate plans tailored to meet clients’ personal objectives in a tax efficient manner. Mr. Weeg is licensed to practice law in Florida and Texas.
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CPE credit is not available on downloads.
CPE On-Demand