United States

Estate planning: A practical approach to risk management


Perhaps more than ever before, the best-laid plans for the accumulation, enjoyment and distribution of wealth are not complete without attention to the multifaceted risks that today’s environment poses to that wealth. Risk management, now an integral component of any comprehensive estate plan, is the process of identifying an individual’s potential sources of exposure to loss, broadly defined, and then designing a program to avoid, mitigate or insure against those exposures. 

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

In a lively discussion, estate planning specialist Charlie Ratner, senior director, Washington National Tax, will provide a practical approach to risk management and your estate. Topics covered will include:

  • Identifying risks, first in everyday financial life and then for posterity
  • Developing an individualized approach to risk management
  • Beyond common sense avoidance: risk management planning techniques and insurance solutions


Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at charlie.ratner@rsmus.com.

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax

Learning objectives
By the end of this webcast, participants will have a high-level understanding of the risk management techniques available to help protect their estates.

CPE credit available
RSM US LLP is pleased to offer one CPE credit per webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Virtual group live
Field of study: Taxesl | CPE: One credit

Register for the webcast below

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Need immediate assistance?

To discuss how our team can help your business, contact us by phone +1 800 274 3978

Event details

Who should attend
Business owners, high net worth individuals and families, and related finance and tax professionals

Date and time
Tuesday, March 28, 2017
1 p.m. EDT | Noon CDT
60 minutes

CPE credit
One CPE credit will be issued to eligible participants


More information
Email us or call +1 800 274 3978