Navigate the complexities of wills, trusts, and advance directives to ensure your clients' final wishes are honored.
If you work with individual clients on personal financial planning or tax matters, it is natural for them to bring up end of life issues. When is the right time to draft a will? What are medical directives? What is probate?
Even if you end up referring clients to an attorney to help them address these issues, it is important for you to know something about these topics. You can help clients be better prepared for their conversations about estate plans, if you know the topics to bring up.
In this course, we will discuss basic estate planning questions that most clients need to address. We will talk about common will provisions and medical directives, so that you can feel more comfortable with the vocabulary of these topics. You can get your clients thinking about these topics, so that they can be better prepared to address them.
Who Should Attend:
Practitioners who engage in personal financial planning.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
