Comprehensive Estate Planning: Administration & Postmortem Strategies
Early Bird Pricing till 8th June 2025
This two-course bundle offers a total of 8 CPE hours and is designed to provide tax, estate, and financial professionals with a comprehensive overview of estate planning—both before and after death. Whether you're advising high-net-worth clients, navigating complex family dynamics, or adapting to new legislation, this event provides the technical insight and real-world guidance you need to advise your clients.
This package includes access of two Live Webinars, access to pdf (and other relevant materials) and a recording so that you can refer to the presentation later.
Disclaimer: No Gen AI here—our courses are crafted by real tax professionals who deliver accurate, insightful and practical education.
Part 1 : Estate Administration Essentials
Thu, Jun 19 2025, 12:00 pm - 4:00 pm ET || 10 mins wellness break after 2 hours
Course Outline
• Identify the steps involved in administering an estate.
• Recognize key considerations in inventorying estate assets.
• Describe strategies for managing estate liabilities.
• Discuss the process of distributing estate property to heirs.
• Explain the responsibilities of fiduciaries and executors.
• Apply best practices for managing qualified plans and IRAs during administration.
• Analyze the implications of estate taxes on administration.
• Outline the legal procedures for closing an estate.
Part 2 : Postmortem Estate Planning
Thu, Jun 26 2025, 12:00 pm - 4:00 pm ET || 10 mins wellness break after 2 hours
Course Outline
• Recognize key considerations in postmortem estate planning for effective client guidance.
• Describe the implications of alternative valuation dates on estate tax planning.
• Discuss strategies for optimizing savings bond interest acceleration in estate planning.
• Identify opportunities and requirements for installment payments of estate taxes.
• Explain the strategic use of QTIP elections under IRC §2056(b)(7).
• Analyze basis issues in postmortem planning to maximize tax benefits.
• Discuss the implications and process of estate fiscal year and accounting method elections.
• Apply planning considerations for qualified plans and IRAs to enhance client outcomes.
A live Q&A session will follow the event.
This course will reflect the most current regulations and guidance. Any updates or changes to relevant laws or requirements will be fully incorporated into the content to ensure accuracy and compliance.
Faculty: Art Werner, JD, MS (Taxation) — Nationally Recognized Estate & Tax Planning Educator
CPE Credits for IRS and NASBA : 8 CPE Taxes Hours OR attend either session individually for 4 CPE hours.
I can’t find my CPE Certificate. What should I do?
Every learner has access to their learners portal, via our website, where certificates are kept for ease of access. Please log into the learners portal with the details that were provided to you upon registration. If you are not able to find your login details, you can reset your password. We also email certificates to all learners after each course. Check your inbox (incl. spam folder). If something seems amiss, and neither options are available, please email us at "cme@cmeavenue.com"
I couldn’t attend, can you send me the recording?
24 hours after an event has finished, all learners receive a copy of the recording (without CPE Credits). Please check your inbox (and your spam folders) to ensure that you have received the recording.
Can I mail you a cheque as payment?
For group orders we do allow cheque orders as long as we are set up as a preferred vendor with your organization. We only accept cheques for orders valued over $1000.
I need a refund. What are my options?
We offer refunds under the following circumstances:
1 Cancelling attendance 24 hours before the event.
2 Not satisfied with our event/recording: If you are not happy with our event we will gladly issue a refund. All we ask is that you provide us with detailed feedback. We know we are not perfect!
3 If your situation does not fall in the above two options, email us at "cme@cmeavenue.com" or contact us via the chat bot on our website to further discuss your situation with us.
My discount code didn’t work!
Make sure that there are no spaces between the letters and numbers, and that your discount code does not have an expiration date.
Still have issues? We have a handy chat bot on our website that can help you with this during office hours. If you require assistance outside of office hours, you can email your query to "cme@cmeavenue.com"
I can’t attend the event – How do I cancel my registration?
Cancellations are available within 24 hours before an event begins. After this point, cancellation is no longer possible. Just email us at "cme@cmeavenue.com" and we will take it from there.
I don’t remember my password!
Please request a password re-set via our website, on the login page. Should you still have problems logging in, please email us at "cme@cmeavenue.com"
Does this course count towards CLE?
Unfortunately, our courses do not provide CLE credits…yet!
Do you sell through other websites?
We currently do not sell our courses on other third party platforms. However, we are always looking to provide our courses to our students and therefore partnerships will be announced to all learners as we enter into these.
