Advanced Estate Planning
All Access Pass Gives You More
Get access to all ENGAGE sessions, a pre-conference workshop (in-person only) and ENGAGE Plus learning before and after the event.
Earn up to 42 CPE credits.
Advanced Estate Planning Track
Estate planning is evolving with technology, tax shifts, and generational wealth trends, all demanding advanced strategies, digital fluency, and proactive advisory expertise for lasting impact.
At the Advanced Estate Planning Track, you’ll delve into cutting-edge strategies and core technical areas, such as retirement, risk management, trusts and tax.
Receive the latest updates and developments from experts in the field to stay ahead of potential rules, regulations and the evolving political landscape.
Ride the next wave and stay on top of strategies for:
- Retirement, investments, practice management, risk management and tax.
- Growing your community and sharing ideas with like-minded professionals.
- Navigating the environment, regulations, and standards.
Who should attend?
- Estate and financial planners, attorneys, insurance agents and trust officers
Estate Sessions You Cannot Miss!
- Scrivener’s Error Stuff - Common drafting errors- What to look for
- National Taxpayer Advocate Update
- BEST IDEAS SESSION: Navigating the Post H.R. 1 Landscape: Tax Planning Strategies for Your Clients
- Inherited IRA beneficiaries after SECURE
Be sure to also check out the Tax Strategies for High-Income Individuals and the Advanced Personal Financial Planning Tracks.
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