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.
VirtualEstate and Trust Planning Encore Virtual Conference 2026 | 1000005407
Aug. 5, 2026 | 8:30 a.m. PT – Aug. 6, 2026 | 5 p.m. PT
CPE: 16
- Virtual
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27 | 138552
Aug. 10, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 26-27 | 138555
Aug. 10, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27 | 138881
Aug. 11, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 3: Complex Trusts & Charitable Deduction 26-27 | 138558
Aug. 12, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 4: Miscellaneous Topics & AMT 26-27 | 138561
Aug. 12, 2026 | 10 a.m.–12 p.m. PT
CPE: 2
