24WA-9284: Estate Planning for Today and Beyond (Webinar)

Monday, December 16, 2024
11:00am - 6:45pm Central Time
8 CPE (8 technical)

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

Fees

Standard Member Fee	$225.00
Standard Nonmember Fee	$225.00

Related programs

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Oct. 28, 2024 | Estate Planning: A Comprehensive Overview | Webinar

Oct. 28, 2024 | Pre/Post-mortem Income, Estate Planning for the Terminally Ill | Webinar

Oct. 29, 2024 | Comprehensive Estate Planning: Administration and Postmortem Strategies | Webinar

Related products

Surgent's How to Settle an Estate: An Overview | Self-Study (Downloadable PDF)

Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas | Self-Study (Downloadable PDF)

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client | Self-Study (Downloadable PDF)

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client | Self-Study (On-Demand)

Surgent's Estate and Life Planning Issues for the Middle-Income Client | Self-Study (Downloadable PDF)