Understand how to recognize the change in your client's estate plans within the evolving economy.
Many people have not reviewed their estate plan or business succession plan in many years and have not made changes in their plan to accommodate changed circumstances relating to a changing economy. Likewise, many blended families have not updated their estate plan to reflect changes in their net worth relating to a changing economy. This topic helps the persons responsible for advising people about their estate plan to recognize issues relating to a changing economy and to address these issues in a properly crafted estate plan. The material also explains how interest rates and inflation can cause a family's needs to change over time. Failing to address changing needs is one of the most common mistakes embedded in an estate plan and are often revealed once it is too late to make changes. This information is critical to help advisors develop the knowledge and skills to properly review a client's estate plan and assess the weaknesses relating to a changing economy and its effect on the client's plan.
Agenda
Faculty
Alan L. Stroud, J.D., CPA
Beck & Associates, PLLC
- Partner in the office of Beck & Associates, PLLC
- Practice emphasizes all aspects of estate planning and probate, asset protection planning and business planning
- Conducts regular seminars and workshops on numerous topics relating to estate planning and probate
- Membership/Certification information: State Bar of Texas; Board Certified Estate Planning and Probate by the Texas Board of Legal Specialization; Certified Public Accountant (Texas)
- LL.M. degree, New York University School of Law; J.D. degree, University of Tulsa College of Law; B.A. degree, University of Texas at Arlington; B.B.A. degree in accounting, University of Texas at Arlington
- Can be contacted at [email protected] or 281-440-4777
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