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DTSTAMP:20260515T045028Z
DTSTART:20270421T140000Z
DTEND:20270421T213900Z
SUMMARY: Estate Planning Strategies: Advanced Techniques & Tools
DESCRIPTION: 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\n  
CLASS:PUBLIC
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