Estate Planning for Now and Beyond
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 6/5
Non-Member Price $414.00
Price will increase by $35 after 6/5
Overview
Estate planning continues to evolve as new laws, client needs, and societal shifts emerge. This comprehensive course highlights key developments shaping the future of estate planning, including legislative updates, digital asset integration, and advanced wealth transfer strategies. Through real-world examples and up-to-date insights, participants will learn to incorporate innovative tax planning techniques, address complex family structures, and offer customized, forward-looking estate plans. This course provides tools to help professionals support clients across generations while aligning with legal, social, and technological change.
Objectives
- Analyze future trends impacting estate planning practices.
- Incorporate recent legislative changes into estate plans.
- Apply advanced strategies for tax minimization and wealth preservation.
- Discuss family dynamics and societal shifts in the context of estate planning.
- Design customized estate plans aligned with evolving legal frameworks.
- Integrate digital assets into comprehensive estate plans.
- Assess cross-border implications in international estate planning.
- Implement strategies for sustainable and socially responsible estate planning.
Highlights
- Analysis of upcoming trends and anticipated shifts in estate planning practices.
- Review of legislative updates affecting estate planning strategies now and beyond.
- Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency.
- Integration of digital assets and technology into estate planning frameworks.
- Consideration of unique challenges presented by blended families, same-sex marriages, and non- traditional relationships.
- Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning.
- Exploration of international estate planning considerations and cross-border implications.
- Embracing sustainable and socially responsible practices in estate planning.
- Strategies for philanthropy and legacy planning within the estate planning framework.
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Prerequisites
Basic knowledge of estate planning principles and practices.
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Arthur Werner, President, Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $414.00
Member Price $289.00