Estate Planning Strategies: Advanced Techniques and Tools

Overview

As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.

With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals.

*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com

Highlights

Legislative and regulatory changes in estate and gift taxation
Wealth transfer strategies under the new administration
Charitable deduction planning and compliance requirements
Advanced estate planning tools, including split-interest trusts
Using closely held stock for charitable contributions
Generation-skipping transfer tax planning
Strategic use of life insurance in estate planning

Prerequisites

Moderate experience in estate planning

Designed For

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Objectives

Analyze recent changes in the Internal Revenue Code relevant to estate planning.
Evaluate strategies for tax-efficient wealth transfers and asset protection.
Determine the requirements and benefits of charitable deduction strategies.
Assess the tax implications of charitable contributions in estate planning.
Develop tax-saving strategies using closely held stock and split-interest trusts.
Explain the generation-skipping transfer tax and its planning applications.
Identify opportunities to incorporate life insurance into estate plans to optimize tax outcomes where life insurance can be strategically employed in estate planning and discuss its advantages.