Estate Planning Strategies: Advanced Techniques & Tools

Overview

As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws & regulations. This course equips financial professionals with advanced tools & techniques to address complex estate planning issues, including the latest legislative & regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques & the impact of recent tax law changes on estate & gift taxation.

With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts & life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial & legacy goals.

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 & submit to kori.herrera@acpen.com