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.
VirtualEverything You Need to Know About Trusts 25-26 | 132246
April 21, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132153
April 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132157
April 22, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Strategic Life Insurance for Corporate & Estate Planning 2026 | 139979
April 22, 2026 | 12–2 p.m. PT
CPE: 2
- Virtual
Estate Planning: A Comprehensive Overview 25-26 | 132237
April 23, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Estate Planning: A Comprehensive Overview 25-26 | 132241
April 23, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
