Advanced Estate Planning Conference | ENGAGE 2021

Advanced Estate Planning (EST)

Mon, June 7 – Wed, June 9

Planning in the current environment.

Arm yourself with new strategies and concepts to guide your clients in the right direction. Advanced Estate Planning will lead you there.

Register today

All-Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE2021+ learning after the event.

Get Your All-Access Pass today!

Let the experts guide you

It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the current economic disruption, SECURE Act implementation, significant changes in rules and regulations, and the evolving political landscape.

During the Advanced Estate Planning sessions, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients, and you’ll receive critical coverage of the latest issues and opportunities – all from experts in the estate planning field.

Advanced Estate Planning

Can't-miss sessions

Session 1

ENG2105. 2021 IRA and Retirement Planning Update

Session 2

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!

Session 3

ENG2121. Planning for Those Under $10 Million


Session 4

EST2101. Current Developments in Estate Planning


Session 5

EST2108. IRS 706/709


Session 6

EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits


Who Will Be There

  • Estate planners
  • Financial planners
  • Tax advisers
  • Attorneys
  • Insurance advisors

Use your All Access pass to access these other focus areas within ENGAGE

Advanced Accounting and Auditing (NAAATS)

Advanced Personal Financial Planning

Advanced Estate Planning

Tax Strategies for the High-Income Individual

AICPA Practitioners and TECH+

EDGE Career Development

Corporate Finance

Sports and Entertainment Management

Diversity, Equity & Inclusion

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