Complimentary for Members

October 17, 2025


In-Person

FAE Learning Center
200 Madison Avenue, 11th Floor, New York, New York 10016


NASBA 1.5

Five Estate Planning Techniques That Add Value For Clients of Any Wealth Level Tech Session

October 17, 2025
In-Person
NASBA 1.5
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    Instructor

    Martin
    Shenkman

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Learning Objectives

  • Upon completion of this course, you'll:
  • Gain early exposure to this growing area of practice.
  • Understand how CPAs contribute beyond tax return preparation.
  • Network with experienced professionals in tax, trust, and estate planning.

Major Topics

  • Practical estate planning strategies beyond tax minimization CPAs can suggest.
  • Organizing estate plan documents to ensure adequate disclosure on 706.
  • CPA’s role in asset protection planning and implementation.
  • Key considerations for aging clients, trusts, and elder protection.
  • Non-grantor trust planning: compliance, administration, and CPA oversight.
  • Human aspects of planning: family dynamics, religion, and health issues.

CPE Credits Available

NASBA 1.5
1.5
Taxation (NYSED) (Taxation) - NASBA

FAE Learning Center

200 Madison Avenue, 11th Floor, New York, New York 10016

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Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, CPA candidates, students and financial professionals.

Provider

Foundation for Accounting Education

This event has ended.