Event Detail



Estate Planning in 2024: Fundamentals and Practical Issues 

Estate Planning remains an integral part of protecting and transferring wealth.  Doing so in a tax-efficient manner and in a way that avoids family feuding requires technical proficiency in a host of areas including, but not limited to: gifting strategies, tax compliance, estate liquidity, fiduciary responsibility, etc.  In this program, participants will review the foundational aspects of estate planning, including the increased importance of integrating income and estate tax planning.  

Learning Objectives:

  • Review the fundamentals of estate planning including key definitions and concepts
  • Calculate tax liabilities in a variety of contexts
  • Design a system for understanding client needs and developing optimal tax strategies

When:

Saturday, November 23rd, 2024. 9:00 am to 5:00 pm EST

Where:

Your home or office

Speaker:

Renzo Cerabino, ESQ, CFP

CPE Credits:

4 Tax and 4 Finance CPE

CLE Credits:

7 Substantive CLE 

Program Level:

Basic

Prerequisites:

None

Advanced Preparation:

None

Delivery Method:

Price:

Group Internet-Based

Free for members, $159 for non-members

The Presenters:

Renzo Cerabino has been in the financial industry since 2005. He has focused most of his career and practice on ultra-high net worth wealth strategy. He lead the planning process, integrating the clients’ financial, estate, tax and philanthropic considerations. Renzo worked closely with relationship strategists, investment advisors, fiduciary advisors and the clients external advisors to deliver an integrated wealth management experience to a limited number of ultra-high net worth families and individuals. He currently holds the role of market manager where he oversees the wealth strategy client experience, wealth strategy process and business development activities for his team. Prior to entering the financial industry, Renzo was a practicing attorney specializing in corporate mergers and acquisitions.

Renzo is admitted to practice law in Pennsylvania, holds a Certified Financial PlannerTM certificate awarded by the Certified Financial Planner Board of Standards, Inc., and Certified Exit Planning Advisor certificate awarded by the Exit Planning Institute. Renzo is a 1996 graduate of Cornell University, with a B.S. in Industrial and Labor Relations. He earned his J.D. and his M.B.A. from Villanova University in 1999. In addition, Renzo is fluent in Italian.

About CPE/CLE:

* The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/.  To the best of our knowledge, the following states have attorney self-reporting procedures for out-of-state provider programs or reciprocity with accredited providers in the state of Pennsylvania: Arizona, Arkansas, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Montana, New York, North Carolina, North Dakota, Ohio, South Carolina, and South Dakota.  However, please review the specific rules and requirements in your state.  Please contact member services with any questions at memberservices@alacommunity.org.
Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
The Accountant-Lawyer Alliance, LLC 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.