Wealth Preservation Individual Educational Modules

Estate Planning - The Basics (1 Hour; 21 Pages of Text)

1) Introduction
2) Wills
a) How often should a will be updated?
b) Holographic wills
c) Disinheriting a spouse
3) Durable Powers of Attorney
a) What is a Durable Power of Attorney (DPA)
b) Why would such a document save time and money
c) Types of Durable Powers
d) springing powers
e) Delegating medical treatment options and/or directives
f) What is a Living Will
4) A&B, Marital, or Living Trusts
a) What are the benefits of A&B trusts
b) Avoid Probate
c) Maximize Estate Tax Exemptions
d) Examples
e) Revocable
5) Irrevocable Life Insurance Trusts (ILIT)
a) Life Insurance
b) Income tax free death benefit
c) Estate tax free death benefit
d) ILIT has to own the policy
6) Dynasty Trusts
7) Divorce Protection
a) How do Clients Protect Inherited Assets in a Divorce?
b) Prenuptial Agreement
8) Generation Skipping Tax (GST)
a) GST Exemptions
b) Why use a Generation Skip?
c) Limits on the Dynasty

Roccy M. DeFrancesco, Jr., JD,CWPP

As creator, author and professor of the Certified Wealth Preservation Planner, CWPP Course, Roccy specializes in the following topics.

Creator of the Following Financial Tools and Techniques

Home Equity Acceleration Plan, HEAP

C.A.L.M Analysis, Comprehensive Analysis for Liability Management

Certified Wealth Preservation Planner, CWPP

Wealth Preservation Planning (editor) by the National Association of Accountants

Roccy is the well-published and recognized author of the following books.

Home Equity Management Guidebook

How to Achieve Maximum Wealth with Maximum Security

The Doctor's Guide to Wealth Preservation

Wealth Preservation Planning

Roccy DeFrancesco's Educational Background

Bachelor of Science Degree, Embry Riddle Aeronautical University

Doctorate of Jurisprudence, Valparaiso University

Awards and Honors

Bar Certified in Indiana and Michigan

Co Founder of the Asset Protection Society

Read More About Roccy M. DeFrancesco, Jr., JD,CWPP

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.

Roccy is the Author of The Doctor's Wealth Preservation Guide and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.

He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.

He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.

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