Estate Planning Tools & Techniques


If you have estate planning clients, you may already be aware that estate tax laws are complicated and subject to change. This targeted seminar gives you the tools to handle estate planning challenges and provides you with:

  • Sophisticated estate planning techniques used by experts to minimize estate and gift taxes
  • Methods for avoiding common mistakes the IRC doesn't mention
  • Checklists, practice aids and samples of relevant documents to help you perform estate planning professionally



To guide CPAs and tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The seminar provides you with proven tools and techniques for reducing estate and gift taxes to the lowest amount allowable under the law.

  • Brief review of estate and gift tax law, including those provisions contained in the Tax Cuts and Jobs Act of 2017
  • Planning techniques to handle the latest IRS regulations
    – Marital deduction trusts
    – Irrevocable life insurance trusts
    – Annual exclusion giving
    – Charitable trust giving
    – Estate freezes
    – Buy/sell agreements
    – Family limited partnerships
  • Marketing estate planning services

Estate Planning: An Overview or equivalent.


No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: