Estate Planning for 2025 and Beyond - Connecticut Society of CPAs

Overview

Estate planning is rapidly evolving, with new trends and strategies emerging that require professionals to stay informed and adaptable. This comprehensive course provides an in-depth look at the most significant developments shaping estate planning as we move into 2025 and beyond. It covers legislative updates, innovative techniques, and the latest industry insights to equip participants with the tools they need to create effective and lasting estate plans.

Participants will gain a deeper understanding of how to incorporate advanced tax strategies, handle complex family dynamics, and integrate digital assets into their planning frameworks. By staying ahead of the curve, attendees will be better prepared to offer their clients customized solutions that safeguard wealth and honor legacies across generations.

Objectives

At the end of this course, you will be able to:

Analyze future trends impacting estate planning practices.

Incorporate recent legislative changes into estate plans.

Apply advanced strategies for tax minimization and wealth preservation.

Discuss family dynamics and societal shifts in the context of estate planning.

Design customized estate plans aligned with evolving legal frameworks.

Integrate digital assets into comprehensive estate plans.

Assess cross-border implications in international estate planning.

Implement strategies for sustainable and socially responsible estate planning.

Highlights

Analysis of upcoming trends and anticipated shifts in estate planning practices.

Review of legislative updates affecting estate planning strategies in 2025 and beyond.

Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency.

Integration of digital assets and technology into estate planning frameworks.

Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.

Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning.

Exploration of international estate planning considerations and cross-border implications.

Embracing sustainable and socially responsible practices in estate planning.

Strategies for philanthropy and legacy planning within the estate planning framework.

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisites

Basic knowledge of estate planning principles and practices.

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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