In this timely and important program Martin Shenkman, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. Expect to learn from this important program, current and practical planning tips and ideas that will enable you to deliver valuable guidance to your clients.

Tuesday, February 27, 2024 | 09:00 AM - 10:00 Am

Topics include:

Practical Tools for Every Planner

• Planning with Trusts

• Business and Financial Assets

• Litigation

• Charitable Giving and Philanthropy

• International Planning

• Ethics, Technology, Diversity, and Elimination of Bias

Continuing Education

1 CFP® credit, 1 CLE (legal) credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for. 

Cost

Live Event: FREE for Members and Non-Members

CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification (PACE) Credit: $5