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Advanced Estate Planning

Monday, June 6Wednesday, June 8
High-level tax training. New planning techniques. Straightforward advice.

All Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE+ 2022 learning after the event. Get your All Access Pass today!

Estate planning expertise from thought leaders

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, significant changes in rules and regulations, and the evolving political landscape.

During the Advanced Estate Planning (EST) sessions, you’ll get in depth advice and high-level tax training, acquire new estate planning techniques to help your clients and receive critical coverage of the latest issues and opportunities — all from experts in the estate planning field.

Advanced Estate Planning

Session 1

Current Developments in Estate Planning

Session 2

GST Planning

Session 3

Planning for Closely-held Businesses

Session 4

Income Tax Planning for Trusts

Session 5

IRS Update and dialogue on Estate and Gift Taxes

Session 6

Engaging the Next Generation in the Estate Plan