Estate Planning for Today and Beyond

Overview

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.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com

 

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
  

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