MYCPE ONE

Advanced Estate Planning Strategies for Large Estates 1 Credit

Advanced Estate Planning Strategies for Large Estates 1 Credit

  • Richard Peck

    | CFP,MBA,BA

  • Rating

    5

  • Published on

    July, 2026

  • Subject Area

    Taxes

Learning mode

On Demand
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  • Take the assessment test
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  • Attend the live interactive session
  • Answer the polling questions
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Learning Objectives

  • Identify advanced estate planning strategies used for large estates.
  • Analyze the role of trusts, partnerships, and charitable vehicles in wealth transfer planning.
  • Evaluate estate and gift tax considerations affecting high-net-worth individuals and families.
  • Recognize planning opportunities related to asset protection and income tax basis management.
  • Assess strategies designed to preserve wealth and support long-term estate planning objectives.

Course Overview

Estate planning for large estates requires sophisticated strategies that address wealth preservation, tax efficiency, asset protection, and multi-generational wealth transfer. As estate and gift tax exemptions evolve, high-net-worth individuals and their advisors must evaluate advanced planning techniques that can help reduce transfer taxes, preserve basis adjustments, and achieve long-term family and charitable objectives.

This webinar explores advanced estate planning mechanisms commonly used for large estates, including Family Limited Partnerships (FLPs), Dynasty Trusts, Spousal Lifetime Access Trusts (SLATs), Charitable Remainder Unitrusts (CRUTs), Charitable Remainder Annuity Trusts (CRATs), gift sale transactions, and non-grantor trust strategies. Participants will examine wealth transfer planning techniques, charitable giving structures, asset protection considerations, income tax basis planning, and strategies for managing federal and state tax exposure.

Major Topics:

  • Family Limited Partnerships (FLPs)
  • Dynasty Trust Planning
  • Spousal Lifetime Access Trusts (SLATs)
  • Charitable Remainder Trusts (CRUTs and CRATs)
  • Gift Sale and Wealth Transfer Strategies
  • Non-Grantor Trust Planning
  • Asset Protection Techniques
  • Income Tax Basis Planning
  • Estate and Gift Tax Optimization
  • Federal and State Estate Tax Considerations

Through practical examples and planning discussions, attendees will gain valuable insight into structuring advanced estate plans that support wealth preservation, family succession goals, and charitable objectives. The webinar provides guidance on evaluating planning opportunities while addressing tax efficiency, fiduciary considerations, and long-term estate administration concerns.

On Demand Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03298-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03298-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02766) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03298-26-S) 1 CE Approved
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03298-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03298-26-S) 1 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.

Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!

About Instructor

Richard Peck

Richard Peck | CFP,MBA,BA

Founder, Richard C. Peck Consulting, LLC

  • 4.6
  • rating
  • rating
  • rating
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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.


For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.


Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.


Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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Advanced Estate Planning Strategies for Large Estates

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