Trusts & Estates: Virtual Summit
The Professional Advisor Network’s Trusts & Estates: Virtual Summit is a continuing legal education event offering CLE credit in all 50 states and Canada. Attendees will gain valuable insight and strategies into the latest estate and tax planning topics relating to charitable giving.
Emerging Trends In Estate Planning
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10:00am - 11:00am PT |
Learn about significant legal and tax developments that impact contemporary wealth transfer planning. This session will analyze many of the latest regulations, rulings and cases relating to or setting new and sometimes surprising standards for current estate planning strategies, "adequate disclosure" for gift tax purposes, estate tax deductions for claims and administration expenses, valuation of closely held business equity and more. The speaker will also discuss current gift and estate audit trends. This session is eligible for 1.0 CLE credit upon completion. |
Featuring: Robin L. KlomparensBreak
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11:00am - 11:30pm PT |
Restore your personal comfort, grab a bite, or catch up on emails before the next session. Use this time to Get Moving or enjoy a Mindful Moment. |
2026 Federal Tax Update
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11:30am - 12:30pm PT |
Stay up to date with this informative and entertaining recap of the important cases, rulings, regulations, and legislation from the past 12 months in federal income, estate, and gift tax laws. Specific topics will depend on recent developments but will likely include the continued implementation of "One Big Beautiful Bill," IRS attacks on "charitable LLCs," marital deduction issues, and constitutional issues in reporting foreign bank accounts. This session is eligible for 1.0 CLE credit upon completion. |
Featuring: Samuel A. DonaldsonAccess to the program is exclusive to members of the Professional Advisor Network. By registering, you agree to join the network and receive related communications.
CLE Information
Pending Approval: CO, GA, IL, KS, MN, MS, NM, NC, OH, PA, SC, TN, TX, UT, and VA.
The American Heart Association will report credits on behalf of the attorney in GA, IL, KS, MS, NM, NC, OH, PA, SC, TN, TX, and UT. Credits must be self-reported in CO, MN, and VA.
For additional information about CLE, please contact [email protected].
Reciprocal Credit
The following jurisdictions may accept reciprocal credit with our accredited states, and attendees can use the certificate they receive to gain CLE credit therein: AK, AR, CA, CT, FL, IN, HI, NJ, NY, ND, and ON.
Non MCLE
The following jurisdictions do not require CLE, but attendees will receive general certificates of attendance: DC, MA, MD, MI, SD.
Self-Apply
For all other jurisdictions, a general certificate of attendance and the necessary materials will be issued that can be used for self-application. Please ensure to click on the link to certification following each session.
You will need to confirm your email, select your desired jurisdiction(s) and enter your license number(s).
CLE decisions are made by each local board and can take up to 12 weeks to process.
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