About the Institute
Skills Training Institute for Estate Planning
The Institute marks a significant expansion of the highly regarded Skills Training for Estate Planners Conference, offering a structured, cohort-based learning experience designed for junior associates and attorneys newer to the field. Running from September 2026 through June 2027, the program provides both foundational and practical guidance through a carefully curated learning path. Following participation in the Skills Training for Estate Planners Conference, Institute attendees will engage with course content and cohort-based discussion groups, including live monthly discussions held on the last Monday of each month, fostering continued learning, collaboration, and professional development throughout the program.
Program will run from September 2026 - June 2027.
The Institute marks a significant expansion of the highly regarded Skills Training for Estate Planners Conference, offering a structured, cohort-based learning experience designed for junior associates and attorneys newer to the field. Running from September 2026 through June 2027, the program provides both foundational and practical guidance through a carefully curated learning path. Following participation in the Skills Training for Estate Planners Conference, Institute attendees will engage with course content and cohort-based discussion groups, including live monthly discussions held on the last Monday of each month, fostering continued learning, collaboration, and professional development throughout the program.
Program will run from September 2026 - June 2027.
Explore Our Institute Programming
Mastering Estate Tax
Gain a deep understanding of estate tax regulations and strategies to optimize estate planning for your clients.
Advanced Drafting Techniques
Enhance your drafting skills with advanced techniques that ensure precision and clarity in legal documents.
Grantor Trusts Simplified
Learn the intricacies of grantor trusts and how they can be effectively utilized in estate planning.
Institute Programming
Participants meet monthly for live cohort discussions, held on the last Monday of each month (or second-to-last Monday when holidays apply), from **4–5pm ET**.
Welcome Meeting
September 28, 2026
Basics of Estate, Gift & GST Tax
(Part 1)
- Estate Tax and the Gross Estate
- Estate Tax Deductions and Reporting
- Taxable Gifts
October 26, 2026
Basics of Estate, Gift, and GST Tax
(Part 2)
- Gift Tax and Reporting
- Basics of Generation-Skipping Transfer Tax
November 30, 2026
Basics of Drafting
- Common Provisions in Wills and Trusts
- Tax Considerations in Drafting Trusts
- The Art of Drafting Well
January 25, 2027
Basics of Grantor Trusts
- Introduction to Grantor Trusts
- Drafting for Grantor Trusts
- Avoiding Grantor Trust Status
- Grantor Trust Nuances and Reporting
February 22, 2027
Basics of Fiduciary Income Tax
- The Building Blocks of Fiduciary Income Tax
- Taxation of Simple and Complex Trusts
- Special Rules in Fiduciary Income Tax
March 29, 2027
Basics of Planning with Business Interests
(Part 1)
- Choice of Entity (LLCs, Corporations, & Partnerships, Oh My!)
- Impact of 2703 and 2704 on Planning
- Introduction to Gift Planning with Business Interests under 2701 and 2702
April 26, 2027
Basics of Planning with Business Interests
(Part 2)
- Retained Interest and Control under Section 2036
- Issues in the Administration of Trusts and Estates Holding Business Interests (e.g., IRC Section 6166, S-corps)
- Understanding How Business Interests are Appraised
May 24, 2027
Basics of Charitable Planning
- Charitable Organizations 101
- Charitable Tax Deductions – Don’t Let the Deduction Get
- CRUTs, CLATs, and …WHAT? An Introduction to Charitable Split Interest Trusts
- Charitable Gifts of Complex Assets
June 28, 2027
Stay Informed and Get Ready
Prepare for an enriching educational journey with the Skills Training Institute for Estate Planners. Don't miss the opportunity to enhance your expertise and advance your career.
Registration will be announced shortly.