24WA-9562: Estate Planning for Today and Beyond (Webinar)
Saturday, December 21, 2024
8:00am - 3:45pm Central Time
8 CPE (8 technical)
- Tuesday, November 12, 2024 - Webinar
- Saturday, November 23, 2024 - Webinar
- Tuesday, December 10, 2024 - Webinar
- Monday, December 16, 2024 - Webinar
- Tuesday, January 14, 2025 - Webinar
- Thursday, January 30, 2025 - Webinar
- Thursday, February 6, 2025 - Webinar
- Tuesday, February 18, 2025 - Webinar
- Saturday, March 1, 2025 - 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
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Analysis of upcoming trends and anticipated shifts in estate planning practices
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Review of legislative updates affecting estate planning strategies
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Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency
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Integration of digital assets and technology into estate planning frameworks
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Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional
-
relationships
Learning objective(s)
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Recall key trends influencing estate planning
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Recognize the impact of recent legislative changes on estate planning
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List advanced strategies for tax minimization and wealth preservation
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Identify and discuss complex family dynamics within estate planning
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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
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
|
Standard Nonmember Fee |
$225.00
|
Instructor
Arthur Werner, JD, MS (Taxation)
Location
Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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