Estate Planning: Rules, Tools, Using Case Studies to Demonstrate Planning Issues Pt 2
Session details
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- 2026-03-06T16:37:31.407Z
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- 2026-03-06T17:44:23.027Z
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- title
- Estate Planning: Rules, Tools, Using Case Studies to Demonstrate Planning Issues Pt 2
- code
- 26COrlando-Thu-B1
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- description
- This course explores the primary tools used to implement effective estate planning strategies. Participants will examine common planning vehicles and techniques, including living trusts, bypass trusts, QTIP trusts, Crummey powers, disclaimers, valuation discounts, estate freezes, and buy-sell agreements.Designed for accountants, attorneys, and financial planners, this session focuses on how these tools function in practice and how they can be applied to meet a variety of client planning objectives.
- start
- 2026-07-09T13:40:00.000Z
- end
- 2026-07-09T15:20:00.000Z
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- America/New_York
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Registrations
0No registrations returned for this session.