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Estate Planning: A Comprehensive Overview 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 06/12/2025 from 9:00 am to 4:30 pm
 Thu, 06/12/2025 from 11:00 am to 6:30 pm
 Tue, 10/28/2025 from 9:00 am to 4:30 pm
 Tue, 10/28/2025 from 11:00 am to 6:30 pm
 Wed, 01/21/2026 from 9:00 am to 4:30 pm
 Wed, 01/21/2026 from 11:00 am to 6:30 pm
 Thu, 04/23/2026 from 9:00 am to 4:30 pm
 Thu, 04/23/2026 from 11:00 am to 6:30 pm
Designed For:

Tax professionals, CPAs, attorneys and emerging professionals.

Prerequisite:

None

To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax planning, as well as transfers of assets. Become familiar with some basics of transfer tax planning, including A-B trusts and QTIPs/marital deduction planning, portability, planning with life insurance trusts, family limited partnerships and more. Also, particular attention will be paid to the human elements that are impacted by estate planning and related tax strategies.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Identify tax and non-tax estate planning objectives
  • Recognize the impact of our legal system on planning and lack of planning with respect to probate, wills and trusts
  • Recognize common issues from basic to advanced gift and estate tax planning
  • Identify the skills to deal with gift and estate tax problems, as well as the human impact of client planning

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.