2024 Estate Planning for Today and Beyond

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Behavioral Ethics (2.00)
  • Prerequisites
    • None

  • Vendor
    • ACPEN
  • Level
    • Beginning
  • Fields of Study
    • Ethics
  • Message
    • Virtual Experience

Description

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.

 



  • Presented by Chuck Gallagher

    • Delivery Format: Live Webcast Replay

    Designed For

    CPAs, EAs, and attorneys

    Objectives

    • 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

    Highlights

    • 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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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