Estate Planning Tools & Techniques Webinar


If you have estate planning clients, you may already be aware that estate tax laws are complicated and subject to change. This targeted webinar explores the tools used by many experts to address estate planning challenges and provides you with:

  • An explanation of the most widely used sophisticated estate planning techniques used by experts to minimize estate and gift taxes
  • How to identify and avoid common mistakes in sophisticated estate plans
  • Checklists, practice aids and samples of relevant documents to help you assist your clients in attaining their estate planning goals

To guide CPAs and other tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The webinar will provide you with a level of comfort when advising on the use of proven tools and techniques for reducing estate and gift taxes to the lowest amount allowable under the law, consistent with the client’s overall goals.

  • Brief review of estate and gift tax law, including up-to-the-minute developments in legislation and court and IRS positions
  • Planning techniques to handle the latest approaches to:
    – 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: