Skip to main content

Advanced Estate Planning

All Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE+ learning after the event.
Get your All-Access Pass today!

Advanced Estate Planning

Monday, June 3–Thursday, June 6

The Advanced Estate Planning track delivers cutting-edge strategies to best navigate tax regulations.

You’ll get the latest updates and developments in trust, estate and gift taxation from experts in the field. And you’ll get ahead of potentially significant changes in rules and regulations coming from the evolving political landscape.

Connect & Engage to stay on top of A&A standards and regulations with:

  1. Technical tracks focused on core areas: retirement, investments, practice management, risk management and tax.
  2. Opportunities to grow your community and share ideas with like-minded professionals.
  3. The most current guidance on how to navigate regulations and standards.
A man listening attentively

Advanced Estate Planning

Key sessions you cannot miss!

Staying out of the Estate and Gift Tax Return Penalty Box

Exploring the Proposed Section 2053 Regulations: An In-depth Analysis

State Taxation of Trusts. Where is my trust taxed?

Should I Stay or Should I Go? Residency Tax Planning

Are You Prepared to Prepare the Complex Gift Tax Return?

Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset

Estate Planning for a Non-Citizen