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.
VirtualForm 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138882
Nov. 10, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Current Developments in Estate Planning 2026 (no cpe) | 146140
Nov. 11, 2026 | 12–2 p.m. PT
- Virtual
Current Developments in Estate Planning 2026 | 146139
Nov. 11, 2026 | 12–2 p.m. PT
CPE: 2
- Virtual
Living Trust Administration Workshop 26-27 | 139966
Nov. 12, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Living Trust Administration Workshop 26-27 | 139971
Nov. 12, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27 | 138554
Nov. 16, 2026 | 8–10 a.m. PT
CPE: 2
