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Current Developments in Estate Planning

Session Speakers
Session Description

Why Attend
Help your clients with their estate planning by understanding the latest regulatory and legislative changes affecting wealth transfer.

Session Details
How do you help clients with estate planning in light of tax reform efforts and continually changing government regulations? Changes to estate and gift taxes are likely to be folded into tax reform. Stay up-to-date on the latest developments as an expert on federal income, estate, and gift taxation explains the current regulatory and legislative environment. Find out how to best assist your clients under the new rules in a session that will focus on:

  • The “new normal” in estate planning given the estate exemption, lifetime gifting, and portability
  • Potential consequences for life planning and death planning
  • How to better partner with estate-planning centers of influence

Additional Information
CPE-1.5 hrs, CIMA-1.5 hrs, CE-1.5 hrs
Pre-Conference Session
1h 15m
Sponsored By


Booth: 631-5 Booth: 631-6
Session Schedule