Strengthen your skills at the Advanced Estate Planning Summit, a virtual event designed for experienced practitioners. In this focused, high-level program, you’ll explore strategies to help you better serve clients with complex needs and broaden your professional offerings. 

This year’s Summit brings together respected industry thought leaders to discuss timely and sophisticated planning opportunities, including the following: 

• Optimizing tax treatment for trustmakers and beneficiaries 
• Charitable planning and giving in the wake of the One Big Beautiful Bill Act (OBBBA) 
• Reporting trust income and the early termination of trusts
• Postdeath trust allocation—common disasters, failures, and fixes 

If you want to deepen your knowledge, stay current on evolving planning challenges, and learn from seasoned practitioners—all without leaving your office—this is an event you don't miss! Secure your spot now!