Limited Seats Available!
November 6, 2025 10:00AM - 5:20PM EST
2025 Estate
Planning Summit
Future-Proof Your Practice for an Uncertain World
You're practicing in a trusts and estates world that's shifting beneath your feet. How do you find firm footing? Join the brightest minds in trusts and estates for a premier studio broadcast on top issues shaping the practice today. Elevate your approaches and shape your clients' legacies.
Included with Subscription.
Premium Resources included in purchase
Thought-Leading Experts
Hear from renowned authorities – They’ve seen what works, know what’s coming, and are here to elevate your practice.
New Planning Approaches
Explore AI tools, trust language, and key planning insights to transform your practice.
Real-World Solutions
Every session is designed with concrete tools, tactics, and real-world examples you can apply immediately.
Dynamic Panel Discussion
Bring your questions and hear candid answers from trusted experts in tax and estate planning.
Over A Century of Experience Distilled Into One Day
Meet the Presenters
Agenda
10:00 AM - 11:00 AM | MARY E. VANDENACK
Guiding Clients in an Uncertain World: 2025 Recap - 2026 Horizon
Things are moving so fast - TCJA tax cut changes, tectonic shifts in policy, shake-ups in the role of government agencies - How do we cope as practitioners? Analyze the most significant developments of 2025 and take a pulse on the budding trends shaping the practice.
11:10 AM - 12:10 PM | MARY E. VANDENACK AND SARAH J. BARNES
What Would You Do? Planning With Directed Trusts
Directed trusts are gaining momentum around the country. Do you know when and how to use this new versatile tool? Our speakers present tricky scenarios and offer prudent planning solutions and drafting examples, giving you an opportunity to weigh in and ask questions.
12:20 PM - 1:20 PM | TODD J. BORNSTEIN
The Future of AI in Estate Planning
Generative AI is revolutionizing estate planning practice and disrupting the way we approach daily legal tasks and processes. Review the latest AI tools and challenges estate planners can't afford to miss.
2:00 PM - 3:00 PM | CHRISTOPHER L. CAUBLE
Family Business Planning Lessons
Reflect on the current challenges of business succession planning and help your clients face an uncertain future with confidence.
3:10 PM - 4:10 PM | CHRISTOPHER L. CAUBLE AND CHASE A. S. BEGUIN
Cryptocurrencies and Digital Assets - Regulatory Outlook and Practical Solutions
The latest from the Capitol Hill and Main Street: discuss how to assign and preserve value, plan for unique assets, and gain access as a fiduciary.
4:20 PM - 5:20 PM | MARY E. VANDENACK, SARAH J. BARNES, TODD J. BORNSTEIN, CHRISTOPHER L. CAUBLE AND CHASE A. S. BEGUIN
Where Do We Go From Here? – A Candid Discussion
Hear our distinguished speakers' views on the future of trusts and estates practice and get answers to your questions on budding techniques, regulatory compliance, investment and client trends, warnings and red flags, and more!
9:00 AM - 10:00 AM | Mary E. Vandenack
Guiding Clients in an Uncertain World: 2025 Recap - 2026 Horizon
Things are moving so fast - changing tax law, tectonic shifts in policy, shake-ups in the role of government agencies - How do we cope as practitioners? Analyze the most significant developments of 2025 and take a pulse on the budding trends shaping the practice.
10:10 AM - 11:10 AM | Mary E. Vandenack and Sarah J. Barnes
What Would You Do? Planning With Directed Trusts
Directed trusts are gaining momentum around the country. Do you know when and how to use this new versatile tool? Our speakers present tricky scenarios and offer prudent planning solutions and drafting examples, giving you an opportunity to weigh in and ask questions.
11:20 AM - 12:20 PM | Todd J. Bornstein
The Future of AI in Estate Planning
Generative AI is revolutionizing estate planning practice and disrupting the way we approach daily legal tasks and processes. Review the latest AI tools and challenges estate planners can't afford to miss.
1:00 PM - 2:00 PM | Christopher L. Cauble
Family Business Planning Lessons
Reflect on the current challenges of business succession planning and help your clients face an uncertain future with confidence.
2:10 PM - 3:10 PM | Christopher L. Cauble and Chase A. S. Beguin
Cryptocurrencies and Digital Assets - Regulatory Outlook and Practical Solutions
The latest from the Capitol Hill and Main Street: discuss how to assign and preserve value, plan for unique assets, and gain access as a fiduciary.
3:20 PM - 4:20 PM | Mary E. Vandenack, Sarah J. Barnes, Todd J. Bornstein, Christopher L. Cauble and Chase A. S. Beguin
Where Do We Go From Here? - A Candid Discussion
Hear our distinguished speakers' views on the future of trusts and estates practice and get answers to your questions on budding techniques, regulatory compliance, investment and client trends, warnings and red flags, and more!