January 22, 2026


Vendor Webinar


8 CPE

Estate Planning for Today and Beyond

January 22, 2026
Vendor Webinar
8 CPE

Estate Planning for Today and Beyond

Learning Objectives

  • Recall key trends influencing estate planning
  • Recognize the impact of recent legislative changes on estate planning
  • List advanced strategies for tax minimization and wealth preservation
  • Identify and discuss complex family dynamics within estate planning
  • Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks

Major Topics

  • Analysis of upcoming trends and anticipated shifts in estate planning practices
  • Review of legislative updates affecting estate planning strategies
  • Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency
  • Integration of digital assets and technology into estate planning frameworks
  • Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional
    relationships

CPE Credits Available

8 CPE
8
Taxation

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and attorneys

Provider

ACPEN

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