Virtual
Current Developments in Estate Planning 2026 (no cpe)
Date: Aug. 19, 2026
Time: 12 – 2 p.m. PT
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 not award CPE. If you’d like to register for the paid version that awards CPE (as earned), please select this course: Current Developments in Estate Planning 2026
Product Code
1000005421-146140
Intended Audience
CPAs and other financial professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Court decisions
- Proposed legislation
Faculty
Additional Details
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.