Estate Planning

The Estate Planning Project Committee develops programs for the Estate & Trust Conference, which is generally held in June each year and provides an overview of recent developments and important issues in estate planning, trust planning, and estate and trust reporting.

The Committee works to identify topics pertinent to the CPA profession, select conference speakers, and represent a variety of member interests and professional practices at the conference, such as CPAs and professionals involved in estate planning as well as those who would like to know more, including attorneys, trust officers, Chartered Life Underwriters, and others.