Estate & Trust Conference - Webcast

Overview

Hear the latest on estate planning issues that impact you and your clients.

CLE-OR: Pending Approval
CFP: Pending Approval

Highlights

Topics Include:

• AI in Estate Planning
• GSTT, 1041s, Special Rules and More!
• Deep Dive into Estate Planning Tools
• And more!

Designed For

CPAs and professionals involved in gift, trust, estate & trust planning and tax compliance - CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.

Objectives

To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.