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Estate and Trust Planning Conference Webinar


July 15 - July 16
11:30 a.m. - 7:30 p.m.

CPE Credits



PICPA Member: $490 | Nonmember: $590

 More Information

Course No.
Basic to advanced understanding of estates and trusts.


  • 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.


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.

Materials are provided as an ebook.

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