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February 2015 » CPAs' Growing Role in Estate Planning
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Martin M. Shenkman, JD, CPA, PFS, AEP
Estate planning is rapidly moving away from the historical “plan and focus” approach that most professionals have traditionally taken. This shift will result in significant new business opportunities for CPAs; however, to capture these opportunities, planners will need to rethink and expand the services they offer, revisit firm administrative policies, and develop new skill sets. This discussion will explore many of the changes transforming estate planning and will suggest practical steps that CPAs can take to better serve both new and existing clients.
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