September 18, 2026


Webinar


1 CPE Credit

ACPEN: Estate Planning for Today and Beyond

September 18, 2026
Webinar
1 CPE Credit

ACPEN: Estate Planning for Today and Beyond

  • View Bio

    Instructor

    Art
    Werner

    View Bio

Learning Objectives

Recall key trends influencing estate planning Recognize the impact of recent legislative changes on estate planning List advanced strategies for tax minimization and wealth preservation Identify and discuss complex family dynamics within estate planning Describe the process of designing estate plans tailored to meet evolving client objectives and aligning with legal frameworks

Major Topics

Analysis of upcoming trends and anticipated shifts in estate planning practices Review of legislative updates affecting estate planning strategies 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

CPE Credits Available

1 CPE Credit
1
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxes

Advanced Preparation

None

Intended Audience

CPAs, EAs, and attorneys

Provider

ACPEN

Register For This Event

  • ASCPA Member

    $ 250 250
    Join
  • ASCPA Non-Member

    $ 300 300
    Your Price

Please login to register.