Applied Estate Tax Strategy: Across Life Events, Policy Changes, and the Long Arc

Applied estate tax strategy adapts across life events, policy changes, and the long arc. This applied course teaches integrated reasoning through case-based modules. By the end of this course you will be able to adapt strategy across life events, navigate policy changes, integrate strategy with broader planning, and sustain strategy across decades. What you will learn: - Approaches to life events including business sale, inheritance, and divorce - Approaches to policy changes including exemption shifts - Approaches to integrating tax strategy with retirement and charitable planning - Approaches to specific situations including family businesses - Approaches to coordinating with multiple professionals across years - Approaches to handling cross-border considerations where relevant - Approaches to long-term review including periodic adjustment The course is structured around six applied modules. Each produces a written artifact: a life events plan, a policy changes framework, an integration plan, a specific situations reflection, a professional coordination plan, and a long-term reflection. This course is written for adults thinking across the long arc. The course is informational and does not substitute for licensed legal, tax, or financial advice. By the end you will have moved from one-time planning to a sustained strategy.