Annual Trust & Estate Update
Learning Objectives: To understand updates and trends impacting trust and estate planning strategies and opportunities.
Learning Outcomes: Participants will be able to:
- Gain insight into the most significant developments from 2024
- Understand estate and income tax issues and opportunities to consider when planning with trusts
- Explore planning ideas for clients, including modern estate administration
1.0 CPE Credit in Taxes - Trust & Estates.
*This content was produced by professionals from EisnerAmper. It was not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content.
Group Internet-based; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.
Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor Registry ID: 108139.