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PRODID://NDCP//503555
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DTSTAMP:20260506T045519
VTIMEZONE:America/Chicago
DTSTART:20270127T150000Z
DTEND:20270127T223900Z
UID:503555
SUMMARY:Estate Planning Strategies: Advanced Techniques and Tools
LOCATION:Webinar
DESCRIPTION:Estate Planning Strategies: Advanced Techniques and Tools\n\n01/27/27 09:00 AM CST\n - 01/27/27 04:39 PM CST\Description:\nAs the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.
 With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals.
 *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Estate Planning Strategies: Advanced Techniques and Tools<br /><br />01/27/27 09:00 AM CST - 01/27/27 04:39 PM CST<br />Description:<br /><p>As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.</p>

<p>With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts, and life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial and legacy goals.</p>

<p>*Please Note:&nbsp; If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to <a href="mailto:kori.herrera@acpen.com">kori.herrera@acpen.com</a></p>
<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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