This estate planning course outlines strategies for managing large, complex estates, with a focus on efficient wealth transfer and tax minimization. Participants will explore tools such as irrevocable trusts, charitable giving, family limited partnerships, and generation-skipping trusts. The course also covers estate tax planning, asset protection techniques, and planning for business succession. 

Additionally, attendees will learn how to navigate the intricacies of probate, taxation, and ensuring estate management according to the decedent's wishes while minimizing conflict. By the end of the session, participants will be equipped to implement high-level estate planning strategies tailored to high-net-worth individuals and families. 

Learning Objectives:

• Define and apply advanced estate planning tools and techniques, including irrevocable trusts, charitable giving, and generation-skipping trusts to maximize wealth transfer and tax efficiency


• Identify strategies for estate tax planning and asset protection to minimize tax liabilities, safeguard assets for future generations, and meet the unique needs of high-net-worth clients


• Recognize the complexities of probate, business succession planning, and estate drafting to manage estates effectively and prevent conflicts

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222