Estate planning expertise from thought leaders
It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes, especially with the current economic disruption, significant changes in rules and regulations, and the evolving political landscape.
During the Advanced Estate Planning (EST) sessions, you’ll get in depth advice and high-level tax training, acquire new estate planning techniques to help your clients and receive critical coverage of the latest issues and opportunities — all from experts in the estate planning field.
Advanced Estate Planning
Advanced Estate Planning Key Sessions
Current Developments in Estate Planning
Planning for Closely-held Businesses
Income Tax Planning for Trusts
IRS Update and dialogue on Estate and Gift Taxes
Engaging the Next Generation in the Estate Plan