Join us for a dynamic two-hour presentation for CE credits designed specifically for Enrolled Agents seeking to deepen their understanding of estate, trust, and business succession planning to better serve their clients. This presentation will include foundational topics such as wills, revocable trusts, durable powers of attorney, health care directives and living wills, along with a practical overview of probate, trust administration, and post-mortem planning tools like the 645 and 6166 elections. Furthermore, this comprehensive session will explore the use of Florida Community Property Trusts, including their history, advantages, and potential pitfalls, along with the basics of Special Needs Trust. We'll also dive into advanced estate planning techniques in light of the sunset provisions of the Tax Cuts and Jobs Act (TCJA), with a focus on ILITs, IDGTs, SLATs, GST planning, and gifting strategies. Lastly, this presentation will touch on business succession planning—discussing the basics of corporate formation, buy-sell agreements, ESBT/QSST elections, insurance funding, and executive compensation options such as phantom stock and stock options.