Trusts, Estates & Probate

WA Specific

Washington Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Brian Isaacson
Christian Pearson
Aaron Paker
Alexander Milkie
Zachary Ashby
With Brian G. Isaacson from Washington Elder Law PLLC + 4 others
Recorded August 26, 2025.
Product ID 100517

Buy This Course

Course Includes
$389

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

Get Critical Tools for Shaping Your Clients' Legacies

This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!

  • Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
  • Learn which deductions remain and how to obtain them.
  • Identify planning approaches that no longer help your clients.
  • Gain practical pointers for fixing old trusts.
  • Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

Abbreviated Agenda

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. Reviewing Estate Planning Documents and Old Trusts
  3. State and Federal Tax Updates
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  5. Elder Law and Medicaid Planning Updates
  6. What's New in Planning for Large Estates and Complex Assets
  7. Legal Ethics in Estate Planning

Related Topics

Product ID 100517

Credit Details

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies

  2. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate

  3. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
    5. IRS Enforcement Priorities
    6. SALT Updates

  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts

  5. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning

  6. What's New in Planning for Large Estates and Complex Assets

  7. Legal Ethics in Estate Planning

    1. Who is Your Client?
    2. Joint Representation and Conflicts of Interest
    3. Attorney Fees and Client Trust Accounts
    4. Attorney Technology Competence
    5. Guarding Confidentiality

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Brian G Isaacson
Brian G.
Isaacson
Washington Elder Law PLLC
Christian C Pearson
Christian C.
Pearson
Iddins Law Group
Aaron D Paker
Aaron D.
Paker
Life Point Law
Alexander J Milkie
Alexander J.
Milkie
F&L Consulting
Zachary C Ashby
Zachary C.
Ashby
Pacific Northwest Family Law
Speaker bio
Brian G Isaacson

Brian G. Isaacson

Washington Elder Law PLLC
Brian Isaacson

is an attorney at Washington Elder Law PLLC. He is a member of the Academy of Attorney-CPAs, whose practice focuses on IRA planning, estate and trust tax planning and controversy, and Medicaid benefits planning. Mr. Isaacson is the co-author of a handbook titled, Protect Your IRA, Avoid the 5 Common Mistakes. He earned his B.A. degree from St. Martin's College, his J.D. degree from Seattle University School of Law and his LL.M. degree in taxation from the University of Denver.

View full profile
Speaker bio
Christian C Pearson

Christian C. Pearson

Iddins Law Group
Christian Pearson

is an attorney with the Iddins Law Group in Kent, Washington. His practice areas include personal injury, estate planning, and criminal defense. Ms. Pearson attended the University of Washington and Saint Martin's University, earning an undergraduate degree. He earned his J.D. degree from the Seattle University School of Law and is a member in good standing of the Washington State Bar Association.

View full profile
Speaker bio
Aaron D Paker

Aaron D. Paker

Life Point Law
Aaron Paker

came to his law career later in life. After a 13-year career in early childhood, including a Special Education Preschool dedicated to children with severe emotional and behavioral diagnoses, he needed a change. He trained as a paralegal and eventually became a Medicaid specialist at Life Point Law; however, upon becoming the firm's expert, he soon learned that he did not make a good paralegal who was expected by some of the, now former, attorneys to do as he was told and not as he knew was best for the clients. Three and a half years later, after not seeing his family or sleeping, he graduated from the Seattle University School of Law Part-Time Program; took the last Bar Exam before the Covid-19 waiver; and was sworn in by one of his professors in that professor's back yard. When not in the office his favorite pastime, other than hanging out with his wife and daughters, is cooking and he one day aspires to retiring from law so that he can open a "pay-as-you-can" nonprofit restaurant. Ask him nicely and he may send you a sample of his homemade rub or BBQ sauce.

View full profile
Speaker bio
Alexander J Milkie

Alexander J. Milkie

F&L Consulting
Alexander Milkie

is the founder of F&L Consulting. He focuses his practice on real estate and estate planning. Mr. Milkie is admitted to practice law in Washington.

View full profile
Speaker bio
Zachary C Ashby

Zachary C. Ashby

Pacific Northwest Family Law
Zachary Ashby

is a partner at Pacific Northwest Family Law where he focuses his practice on family law. He received his bachelor's degree from Brigham Young University and a doctorate in Iberian and Latin American Cultures from Stanford University. Mr. Ashby then received his J.D. from J. Reuben Clerk Law School at Brigham Young University. He is admitted to practice law in Washington.

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