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a. Wealth Management Process

b. Components of a Financial Plan

c. Compensation Relationships

d. Defining the Annual Review Process

e. Importance of a Well-Defined Wealth Transfer Strategy

     (1) Primary Objectives

     (2) Disposition of Client Assets

     (3) Tax and Expense Minimization

f. Multicountry Probate

g. Considerations of Multiple Passports and Citizenships

h. Identifying and Addressing Tax and Estate Planning Issues

i. Types of Trust and Insurance Structures

j. Degrees of Control

k. Levels of Transfer Cost Reduction

l. Liquidation of Retirement Savings

m. Structure and Elements of a Will

n. Living Trusts versus the Will

o. Design and Use of Trusts for Inheritance

     (1) Defective Trusts

     (2) Disclaimer

p. Duties and Powers of Trustees and Other Fiduciaries

q. Business Succession Planning

r. Using Life Insurance Policies

s. Role of Estate Planning in the Asset Allocation Decision

t. Administration of the Estate