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.
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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.
VirtualIRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135173
June 10, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
IRAs—Traditional, Roth, SEP & SIMPLE 26-27 | 135177
June 10, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Emergency Succession Planning 2026 | 145756
June 15, 2026 | 12–1 p.m. PT
CPE: 1
- Virtual
Emergency Succession Planning 2026 (no cpe) | 145757
June 15, 2026 | 12–1 p.m. PT
- Virtual
ABC Trust Planning and the Portable Exclusion 26-27 | 137955
June 17, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
ABC Trust Planning and the Portable Exclusion 26-27 | 137959
June 17, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
