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.
VirtualEstate Planning: A Comprehensive Overview 26-27 | 138624
May 27, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Estate Planning: A Comprehensive Overview 26-27 | 138628
May 27, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Strategic Life Insurance for Corporate & Estate Planning 2026 (no cpe) | 139980
May 28, 2026 | 12–2 p.m. PT
- Virtual
Strategic Life Insurance for Corporate & Estate Planning 2026 | 139979
May 28, 2026 | 12–2 p.m. PT
CPE: 2
San Diego, CATax-Advantage Alternatives for High Net Worth Clients 2026 | 139990
June 2, 2026 | 5–7 p.m. PT
CPE: 1
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135173
June 10, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
