Join      Renew      Advertise      Directory

Estate and Trust Planning Conference (EPTC)

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



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.

Topics Discussed:
Here's a look at what we covered in 2017:

Estate Planning Update

Recent Developments in Estate and Gift Tax

Business Succession Planning

Inbound Planning for Cross Border Practitioners

CPA as a Trustee

Irrevocable and Grantor Trust

Pitfalls in the Preparation of Form 1041, Fiduciary Income Tax Returns

Modern Uses of Partnerships in Estate Planning

Funding Trusts in an Uncertain Planning Environment

Advanced Issues in Property Tax

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.

CPE Credits: 16

Area of Study: Taxes

Prerequisite: Basic to advanced understanding of estates and trusts.

Visit Us:

3325 South Washington Street
Suite B2
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727

Connect with us:

Powered by Wild Apricot Membership Software