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Estate and Trust Planning Conference (EPTC)

  • 07/15/2019
  • 10:30 AM
  • 07/16/2019
  • 6:30 PM
  • WEBINAR 5183242B


Registration is closed

Advisers are relied upon more heavily to provide perspective an clarity as legislation and regulation evolves. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning.  Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.


  • 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.

Major Subjects:

  • New Developments
  • Deep Dive into Grantor Trusts
  • Principal and Income Act
  • Property Tax
  • Asset Protection
  • Powell Case and Impact on Valuation—Planning Around the Issue
  • Charity in Estate Planning
  • Trusts and 199
  • Choice of Entities
  • Planning for the 99%
  • Continued Use of Credit Trust
  • Washington Update with Hank Gutman
  • Power of Appointment
  • Trusts and the TCJA
  • Optimizing Basis Shifting

Designed For: CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

Level: Intermediate
Instructor: Jonathan Lurie, Esq.
Developer: CalCPA
CPE Credits: 16
Area of Study: Taxes

Visit Us:

3325 South Washington Street
Suite B2
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

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