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24WA-3212: Estate Planning for Today and Beyond (Webinar)

Saturday, June 22, 2024
10:00am - 5:45pm Central Time
8 CPE (8 technical)

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Alternate dates & more options

  • Monday, June 24, 2024 - Webinar
  • Friday, July 5, 2024 - Webinar
  • Thursday, July 18, 2024 - Webinar
  • Thursday, August 15, 2024 - Webinar
  • Thursday, August 29, 2024 - Webinar
  • Monday, September 9, 2024 - Webinar
  • Thursday, September 19, 2024 - Webinar
  • Tuesday, October 8, 2024 - Webinar

Estate planning continues to evolve, and staying informed about the latest trends and strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations, and industry developments to ensure they are equipped with the knowledge and skills to create effective estate plans that withstand the test of time and safeguard their clients' legacies.

Major subjects

  • Analysis of upcoming trends and anticipated shifts in estate planning practices
  • Review of legislative updates affecting estate planning strategies
  • Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency
  • Integration of digital assets and technology into estate planning frameworks
  • Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional
  • relationships

Learning objective(s)

  • Recall key trends influencing estate planning
  • Recognize the impact of recent legislative changes on estate planning
  • List advanced strategies for tax minimization and wealth preservation
  • Identify and discuss complex family dynamics within estate planning
  • Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks

Who should take this program?

CPAs, EAs, and attorneys


Our records indicate you are a nonmember. If you register, you will be charged $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $225.00
checkmark Standard Nonmember Fee $225.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
of study
Financial planning
of study
Taxes - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
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