Current Developments in Estate Planning 2026 (2 hours)

Overview

Join the CalCPA Estate Planning State Committee and guest speakers Caroline Robbins & Peter Tucci of McDermott Will & Schulte LLP where we will cover recent developments affecting wealth transfer, trust design, fiduciary administration, and tax planning. Attendees will gain practical insights into how these developments impact planning for high-net-worth clients and leave with actionable guidance for advising clients in an evolving legal landscape. This course will award CPE (as earned).

Highlights

• Court decisions
• Proposed legislation

Designed For

CPAs and other financial professionals involved in estate planning.

Objectives

Determine how recent developments affect estate planning, trust administration and wealth transfer strategies Recognize emerging risks and planning opportunities Identify practical strategies and best practices for incorporating current developments into estate planning and client advice

Notice

This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.