Estate and Trust Planning Conference 2025

Overview

As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Take advantage of this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent estate and trust planning developments. You’ll gain an in-depth understanding of best practices, practical strategies, and connections with expert professionals specializing in this area.

Please note, agenda and/or speakers are subject to change.

Learning Objectives

Identify ways to maximize the worth of clients’ estates

Determine specific non-tax reasons for estate planning and learn what’s new

Recognize ways to take advantage of changes in estate planning to build a practice