Webinar: Annual Trust & Estate Update

Planning in an Evolving Economic Environment

Join EisnerAmper’s Private Client Services professionals for our annual trust and estate presentation. Learn about significant recent developments in estate planning and the opportunities that lie ahead with new and proposed legislation. Our presenters will cover topics such as estate planning for the middle-rich, estate and income tax planning with trusts, and marital deduction planning.

Learning Objective: To understand updates and trends impacting estate planning strategies and opportunities.
Learning Outcomes: Participants will be able to:
  • Gain insight into the most significant developments from 2022, including the planning implications of enacted or anticipated legislation
  • Understand estate and income tax issues and opportunities to consider when planning with trusts
  • Explore planning ideas for clients, including marital deduction planning, charitable planning, etc.
1.0 CPE credit in Taxes.


Goldberg-Karen-200.jpg Testa-Scott-200.jpg
Karen Goldberg

Scott Testa


Monday, February 06, 2023 12:00 PM to 1:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper 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.learningmarket.org. EisnerAmper National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact EisnerAmperU@eisneramper.com.