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DTSTAMP:20260405T222818Z
DTSTART:20260421T140000Z
DTEND:20260421T220000Z
LOCATION: Online
SUMMARY: Estate Planning Strategies: Advanced Techniques and Tools
DESCRIPTION: As the new administration proposes changes to tax policies\, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues\, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies\, charitable giving techniques\, and the impact of recent tax law changes on estate and gift taxation\n 

With a focus on real-world application\, this course provides practical strategies for leveraging closely held stock\, split-interest trusts\, and 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 and legacy goals\n 

*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 and submit to <a href="mailto:kori.herrera@acpen.com">kori.herrera@acpen.com</a>\n  
CLASS:PUBLIC
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