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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

TAX25 Recent Developments and Current Trends in Estate Planning

Topic

Estate Planning

Program ID

333676

Hours

2

Format

Live / Conference Session

Complexity

Intermediate

Description

Two nationally-known experts will provide an overview of significant changes and developments in the law, impacting estate planners and those who administer estates and trusts. Keep on top of current trends and developments that will affect all wealth transfer advisors.

Learning Objectives

1. Provide overview of recent significant changes and developments in estate and trust law 2. Identify key trends in wealth transfer strategies 3. Understand how developments will affect wealth transfers