Advanced Estate Planning Conference

"Advanced techniques in Estate planning"
There’s no getting around it — estate planning is personal business. Whether or not your clients have a clear vision for their legacy, they are looking to you to make it come to life. Then translate your knowledge so your clients can make the right decisions. Arm yourself with new strategies and concepts to guide your clients in the right direction. It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the current economic .. continue reading disruption, SECURE Act implementation, significant changes in rules and regulations, and the evolving political landscape. During the Advanced Estate Planning sessions, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients, and you’ll receive critical coverage of the latest issues and opportunities – all from experts in the estate planning field.