Cutting-Edge Estate and Financial Planning Trends

Overview

With the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies.

With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax regulations.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

Prerequisites

A basic understanding of the underlying concepts of estate and financial planning

Objectives

• Analyze recent and proposed tax law changes affecting estate and financial planning.
• Evaluate estate and gift tax planning strategies based on expected shifts in exemption thresholds.
• Identify common client mistakes in estate and financial planning and develop risk mitigation strategies.
• Assess domicile-related considerations, including tax residency and state estate tax laws.
• Apply effective strategies to optimize charitable giving while maintaining tax efficiency.
• Discuss the appropriate use of split-interest trusts in wealth transfer planning.
• Develop tax-efficient IRA distribution strategies for aging clients.

 

Highlights

• The latest legislative changes in estate and financial planning
• Expected changes in estate and gift tax exemptions and their impact
• Common client errors and risk mitigation strategies
• Domicile planning considerations in financial and tax strategy
• Charitable giving strategies under new tax rules
• Advanced use of split-interest trusts for tax and estate planning
• Best practices for IRA distribution planning with new tax implications