Date: Tue, 5 Sep 2006 04:01:09 -0500
Newsgroups: misc.invest.financial-plan
Subject: Re: Estate planning:  Attorney or CPA?
From: John Gunn 
	iQBVAwUARP081fl/I4+O31e5AQGOpQIAp5iPtlGqVf0nRT6XSwgSXwktckSn47Et
	gkR7q21YkWxki71So7MI1XB2YrD/QgBJv7Mp5+aVYteyCgMMb7U4eg==
	=IhSq

Steve  wrote in
news:4m2t5vF44hjhU1@individual.net: 

>      Recently I had to deal with some shenanigans surrounding a 401(k)
> rollover, which required me to consult a CPA to straighten out.  I was
> very pleased with his knowledge and helpfulness, and offered him my
> tax prep business for the upcoming tax season.
> 
>      However, when I mentioned that I also need to setup a will, I
>      started 
> getting moderate-pressure sales tactics to let him do my estate
> planning as well.  My situation is pretty simple (little net worth, no
> kids yet), but I always presumed that estate planning was a probate
> attorney thing rather than an accounting thing.  Am I mistaken in that
> presumption... is a sharp CPA a perfectly reasonable option for basic
> estate planning? 

It's perfectly reasonable to think of a CPA focusing on estate planning to 
know his stuff.  But you will still need to have documents drafted by an 
attorney.