Estate Planning Strategies: Advanced Techniques & Tools Webcast [EBPPNV]
Subject:
Time: 07:00am-2:30pm
Credit Hours:
8.00Price:
Member: $385.00
Non-member: $500.00
Discussion Leader:
Arthur Joseph Werner, J.D., M.S.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.
Full Description
Estate Planning Strategies: Advanced Techniques & Tools Webcast (EBPPNV)November 2nd, 2026 / 7:00 am 2:30 pm Alaska Time
Live Webcast / Washington Society of CPAs Virtual Classroom
Estate planning continues to grow more complex as professionals face evolving tax laws and the integration of corporate, trust, and securities considerations. This course equips estate planning practitioners with advanced tools and techniques to provide sophisticated, tailored solutions for their clients. Topics include generation-skipping strategies, charitable planning, life insurance trusts, and tax-saving opportunities under current rules. Attendees will gain the insights needed to confidently navigate complex estate structures and develop plans that maximize tax efficiency and meet family legacy goals.
Major Topics:
-Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code.
-Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock.
-Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities.
-Developing strategies for generation-skipping transfers and calculating their tax implications.
-Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning.
-Understanding the tax implications of split-interest purchases and their benefits in estate planning.
-Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.
Learning Objectives:
-Identify and implement advanced tools and techniques in estate planning.
-Analyze the implications of changes in the Internal Revenue Code on estate planning strategies.
-Apply tax-efficient strategies for charitable deductions and split-interest trusts.
-Integrate life insurance options and private annuities into comprehensive estate plans.
-Develop strategies for generation-skipping transfers and their associated tax implications.
-Utilize GRITs, GRATs, GRUTs, and QPRTs effectively in estate planning.
-Evaluate charitable gifts of closely held stock as an estate planning strategy.
-Analyze tax implications and benefits of split-interest purchases in estate planning.
Designed For: CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents.
CPE Credits: 8, Taxation
Level of Knowledge: Intermediate
Prerequisite: Moderate experience in estate planning.
Acronym: EBPPNV
Discussion Leader: Arthur Joseph Werner, J.D., M.S.
