Plan Ahead: Succession, Estate, and Taxes

Published by Illinois Funeral Directors Association


Summary

Attendees will learn how to make sure their business is properly organized to work toward developing a business succession plan. Funeral directors will learn proper estate planning techniques, ideas for business succession planning, tax saving tips, and techniques for asset protection.

Presenters
Patrick Conner, J.D.
Patrick combines an intentionally practical approach with a deep grasp of the law to provide clients with advantageous strategies to accomplish their estate and succession planning goals.Highly focused and disciplined, Patrick develops and implements plans that are customized for clients at all levels of wealth and stages of life. He works closely with each client’s team of advisors, accountants and other professionals to create a comprehensive plan that helps clients realize their goals and...More

Originally Published

July 28, 2020


Program Titles and Supporting Materials

This program contains the following components:

  • Video Presentation
  • Slide Deck Copy

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


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SeminarWeb and Illinois Funeral Directors Association programs are non-refundable.


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Bundles Available

This program is also offered in the following bundles:


2020 IFDA Summer Webinar Package


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