.png){kind=logo}
Instructor
Arthur Werner
Instructor
Estate planning is rapidly evolving, with new trends and strategies emerging that require professionals to stay informed and adaptable. This comprehensive course provides an in-depth look at the most significant developments shaping estate planning as we move into 2025 and beyond. It covers legislative updates, innovative techniques, and the latest industry insights to equip participants with the tools they need to create effective and lasting estate plans. Participants will gain a deeper understanding of how to incorporate advanced tax strategies, handle complex family dynamics, and integrate digital assets into their planning frameworks. By staying ahead of the curve, attendees will be better prepared to offer their clients customized solutions that safeguard wealth and honor legacies across generations.
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.
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 202 5and 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.
Basic knowledge of estate planning principles and practices.
None
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers.
