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.
VirtualTax Planning for Seniors 26-27 | 137845
June 22, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
PFP Update: Income Tax, Retirement and Estate Planning 26-27 | 138592
June 22, 2026 | 8–10 a.m. PT
CPE: 2
- Virtual
The Generation-Skipping Transfer Tax and Dynasty Trusts 26-27 | 138013
June 23, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Estate Planning Strategies Using Irrevocable Trusts 26-27 | 138001
July 7, 2026 | 8 a.m.–1:30 p.m. PT
CPE: 6
Newport Beach, CAEstate and Trust Planning Conference 2026 | 1000004380
July 16, 2026 | 7:15 a.m. PT – July 17, 2026 | 5 p.m. PT
CPE: 16
- Virtual
Estate and Trust Planning Virtual Conference 2026 | 1000004381
July 16, 2026 | 8:30 a.m. PT – July 17, 2026 | 5 p.m. PT
CPE: 16
