Estate & Trust Planning
Whether you’re helping clients preserve wealth, plan for the future, or navigate tax implications, we’ve got you covered. Explore expert-led CPE, tools, and resources designed to keep CPAs at the top of their game in this specialized area.
Featured article
Bucket List Estate Planning
Bucket list estate planning is a planning strategy from an accountant’s standpoint. It’s a holistic approach that considers the financial aspects of estate planning as well as personal goals and values.
Featured Events & CPE
Stay current on evolving laws, strategies, and best practices with our specialized conference and courses. Our trust and estate planning programs give you the knowledge and tools to better serve clients and grow their expertise.
VirtualLiving Trust Administration Workshop 26-27 | 139965
July 21, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Living Trust Administration Workshop 26-27 | 139970
July 21, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Form 706 Preparation Part 1: Overview Including Portability 26-27 | 138864
July 21, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 26-27 | 138868
July 21, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135174
July 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Estate Planning: A Comprehensive Overview 26-27 | 138625
July 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
