Trusts, Estates & Probate

4.13

Advanced Estate Planning Conundrums: What Would You Do?

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 47 minutes
Eric Sanderson
Jared Olson
Sharon Michaels
Evaleen Davis
With Eric D. Sanderson from Michael Best & Friedrich LLP + 3 others
Recorded June 05, 2025.
Product ID 100447

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Advanced Trusts and Estates Tactics for (and by) Experienced Practitioners

Skip the basics to focus on the latest updates affecting estate planning today. In this full-day course, our seasoned faculty will share their current go-to planning approaches and discuss real-life client scenarios to help you get more out of standard estate planning instruments. Find new approaches to controlling tax burdens and drafting for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today!

  • Discuss how sunsetting TCJA estate/gift tax provisions and recent deregulation trends will shape planning decisions.
  • Include digital assets and cryptocurrency into your estate planning documents.
  • Discover cutting-edge tax tools for middle-class clients.
  • Get insights into planning for difficult clients and complex family dynamics.
  • Build a more robust client base with tips from the pros.
  • Build flexibility into your high-net-worth estate plans.

This program was designed in conjunction with NBI’s esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Legal Developments Shaping the Practice Today
  2. Classifying Digital Currency and Handling Other Unique Assets
  3. Complex Family Dynamics and Blended Family Dilemmas
  4. Business Development for Trusts and Estates Attorneys
  5. Planning for Difficult and Highly Sophisticated Clients: Engineers, Doctors, Attorneys, etc.
  6. Middle-Class Tax-Planning Gray Areas and Case Studies
  7. High-Net-Worth Estate Planning
  8. Gifting and Charitable Giving Techniques at Different Levels of Wealth
  9. Legal Ethics of Trusts and Estates Practice

Related Topics

Product ID 100447

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Legal Developments Shaping the Practice Today

    1. Looming Federal Estate and Unified Tax Changes
    2. Deregulation Trends
    3. Changing IRS Enforcement Priorities and Audit Practices
    4. AML and Ownership Reporting Rules Affecting Pass-Through Entities
    5. Investment Rules and Tactics to Keep an Eye On

  2. Classifying Digital Currency and Handling Other Unique Assets

  3. Complex Family Dynamics and Blended Family Dilemmas

  4. Business Development for Trusts and Estates Attorneys

    1. Professional Networking and Growing Financial Adviser Referrals
    2. Community Outreach and Education
    3. Improving Conversion Rates in Initial Client Meetings
    4. Client Referrals and Estate Plan Maintenance Plans

  5. Planning for Difficult and Highly Sophisticated Clients: Engineers, Doctors, Attorneys, etc.

  6. Middle-Class Tax-Planning Gray Areas and Case Studies

    1. Tax Impacts of Family Business Transition
    2. Retirement Account Integration
    3. Trusts Used for Tax Planning
    4. Planning for Tax Basis Step-Up
    5. Recent Case Law

  7. High-Net-Worth Estate Planning

  8. Gifting and Charitable Giving Techniques at Different Levels of Wealth

  9. Legal Ethics of Trusts and Estates Practice

    1. Joint Representation of Spouses With Diverging Interests
    2. Attorneys and Law Firms Acting as Fiduciaries
    3. Errors and Omissions Insurance Coverage
    4. Confidentiality and Discussing Estate Plans With Families

Who Should Attend

This advanced level legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, and experienced paralegals will also benefit.

Speakers

Eric D Sanderson
Eric D.
Sanderson
Michael Best & Friedrich LLP
Jared Olson
Jared
Olson
The Firm Advisors, LLC
Sharon L Michaels
Sharon L.
Michaels
Sharon L. Michaels, Attorney at Law
Evaleen M Davis
Evaleen M.
Davis
Law Office of Evaleen M. Davis
Speaker bio
Eric D Sanderson

Eric D. Sanderson

Michael Best & Friedrich LLP
Eric Sanderson

is a seasoned legal and financial professional with a wealth of experience spanning over two decades. He dedicates his experience to overseeing legal, tax, trust, and financial strategies tailored for high-net-worth families. Mr. Sanderson's multifaceted skill set encompasses a broad spectrum of complex legal and financial issues, making him a trusted advisor for his clients. With a robust background as an attorney since 1994, he has honed his craft in contract law, business transactions, estate and trust planning and administration, tax law, mergers and acquisitions, real estate transactions, philanthropy, aviation, and corporate finance. Mr. Sanderson adeptly drafts contracts, leases, wills, trusts, and loan documents, and other agreements across diverse business sectors. He earned his J.D. degree from St. Mary's University School of Law and his LL.M degree at the University of Denver, Sturm College of Law. Mr. Sanderson is admitted to practice in Colorado, Missouri and Texas. 

View full profile
Speaker bio
Jared Olson

Jared Olson

The Firm Advisors, LLC
Jared Olson

is in-house counsel with The Firm Advisors, LLC. He collaborates with brokers and other team members to facilitate closings and support the firm's operations. Mr. Olson also serves as a sounding board, consultant, and intermediary between the parties and their respective attorneys when negotiating and ironing out the details of the deal and bringing everyone to the table for closing. He earned his bachelor's degree in psychology and communication, and his J.D. degree from the University of Nebraska College of Law in Lincoln, Nebraska.

View full profile
Speaker bio
Sharon L Michaels

Sharon L. Michaels

Sharon L. Michaels, Attorney at Law
Sharon Michaels

is the owner of her law firm located in Houston, Texas. She graduated from Northwestern University with a Bachelor Science in Journalism with honors. Going on to law school, she received her law degree from the University of Houston and graduated magna cum laude. The First Court of Appeals in Houston selected Ms. Michaels as a briefing attorney with attendance at the court's oral arguments for cases upon appeal and drafted proposed court opinions for Justice James Warren. After service with the Court, Ms. Michaels began her own taw firm. Her areas of emphasis are trusts, estate planning, probate, and business transactional work.

View full profile
Speaker bio
Evaleen M Davis

Evaleen M. Davis

Law Office of Evaleen M. Davis
Evaleen Davis

is the principal of the Law Office of Evaleen M. Davis in Plano. She focuses in estate planning, probate and tax planning, including compliance for exempt organizations, as well as asset protection. Ms. Davis is board-certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System Pre-Retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us