Estate Planning for Today and Beyond (C69441)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

07/01/2025

Registration Open:

12:00 AM - 10:00 AM

Time:

10:00 AM - 5:42 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Intermediate

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • 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

Speaker(s)

Prerequisites

None