Estate Planning Overview for 2025 and Beyond – 2 Day Seminar, 16 Hours of CE Credit

Estate Planning Overview for 2025 and Beyond:

How to Identify and Create Opportunities in a Changing Tax Environment

Developed especially for: CPA’s, CFP’s, & Insurance Professionals

Receive 16 Hours of CE Credit

The presentation will cover the following:

Day 1
* Effective Estate Planning – The World has Changed

* Introduction to Income & Estate Taxation

* Evolving Tax Issues for 2025
* Problems with Traditional Planning
* Revocable Living Trusts
* Planning that Focuses on Client’s Goals

* Irrevocable Life Insurance Trusts

Day 2
* Sunset Strategies

* Asset Protection, Safety from Creditors and other Predators
* Planning for Retirement Benefits
* Probate and Trust Administration
* Planning for Estates with Firearms

Breakfast, Lunch, and Beverages Provided Both Days