Complimentary for Members

September 5, 2025


Live Webcast


NASBA 1

Psychology of Estate Planning Tech Session Webinar

This session was designed for you to understand the emotional aspects of estate planning and how family dynamics play an important role.

September 5, 2025
Live Webcast
NASBA 1
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    Instructor

    Elizabeth
    Forspan

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify the core estate planning documents.
  • Analyze modern estate planning techniques in the context of current federal and state tax regime.
  • Develop tailored strategies to address complex family dynamics.

Major Topics

  • Basic understanding of critical estate planning documents.
  • Understanding of various estate planning techniques in light of current estate tax regime.
  • Review of ways professionals can approach complicated family situations to ensure a smooth estate transition.

CPE Credits Available

NASBA 1
0.5
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA
0.5
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and Accountants

Provider

Foundation for Accounting Education

This event has ended.