Advanced Estate Planning Conference | ENGAGE 2021
Advanced Estate Planning (EST)
Mon, July 20 – Wed, July 22

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.


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 SECURE Act implementation, significant changes in rules and regulations, and the current economic disruption. At Advanced Estate Planning, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients – all from experts in the estate planning field.

Can't-Miss Sessions

The Nuances of CARES
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Planning for Stretch IRAs After the SECURE Act
Ed Slott, CPA

Current Developments in Estate Planning
Andy Katzenstein, JD

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts.

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 Estate Planning


Advanced Personal Financial Planning


AICPA Practitioners and TECH+


Tax Strategies for the High-Income Individual


EDGE Career Development


Finance Redefined


Diversity, Equity & Inclusion