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Estate Planning Advice and Team Collaboration

Business

Estate Planning Advice and Team Collaboration

Course 40858A · 2 hrs · CPA

Estate planning requires both technical knowledge and the ability to work alongside attorneys, trustees, and other specialists on behalf of a client. This course covers foundational estate planning strategies and the critical role of building the right advisory team. For CPAs and tax professionals already involved in estate-related conversations, this course reinforces best practices and broadens your ability to add value—whether you're leading the planning process or serving as a key contributor within a larger team.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Estate Planning Advice and Team Collaboration
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