Course ID: EPUD

Estate Planning Update

Congress has made sweeping changes to the Internal Revenue Code regarding Estate, Gift, and Generation-Skipping taxation. Due to the legislation and prior legislation, as well as recent cases and Internal Revenue Service Rulings, many practitioners are unsure of how to advise their clients regarding their estate planning needs. Understanding the impact of the new legislation and its uncertainty or certainty, as the case might be, together with recent case law developments, is important to all practitioners in properly advising their clients.

Learning Objectives

Recognize estate planning issues and techniques during this time of uncertainty and beyond

Major Topics

  • A total understanding of new legislation
  • Estate Tax issues and planning techniques
  • Gift Tax issues and planning techniques
  • Generation-Skipping issues and planning techniques
  • Other tax and non-tax issues and planning techniques
  • Estate Planning with tax-deferred retirement funds
  • Education issues and Estate Planning
  • Step-up in basis issues

Who Should Attend

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

Fields of Study



Moderate knowledge of Federal Estate and Gift Taxation


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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