Buy This Course
OnDemand Video
Video Download
Course Book Download
or
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
- Old Small- to Medium-Sized Estate Tools and How to Update Them
- State and Federal Tax Updates
- Planning for IRAs in Light of the SECURE Act and SECURE 2.0
- Elder Law and Medicaid Planning Updates
- Reviewing Estate Planning Documents and Old Trusts
- Legal Ethics in Estate Planning
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| New Jersey CLE |
|
7.2 Total | 05-05-2026 |
| New York CLE |
|
7 Total | 08-19-2028 |
| Pennsylvania CLE |
|
6 Total | 08-19-2027 |
Select Jurisdiction
CLE
Agenda
-
Old Small- to Medium-Sized Estate Tools and How to Update Them
- Simple Wills
- Life Insurance
- Old QPRTs: What to Do with the Family Home
- Reassessing FLPs and LLCs
- Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
- Second Marriage Planning
- Gifting Strategies
-
State and Federal Tax Updates
- State and Federal Tax Rates and Exemptions
- The Step-Up in Basis at Death
- Trust Tax Deductions Changes
- Business Tax Changes Affecting Estate Planning
- IRS Enforcement Priorities
- SALT Updates
-
Planning for IRAs in Light of the SECURE Act and SECURE 2.0
- The End of the IRA Stretch
- Beneficiary Designations
- Required Minimum Distributions
- Tax Effects on Grantors and Beneficiaries
- IRA Trusts
-
Elder Law and Medicaid Planning Updates
- Financial Powers of Attorney
- Advance Medical Directives
- Adult Guardianships
- Planning for Nursing Home Care and Aging in Place
- Medicaid Planning
-
Reviewing Estate Planning Documents and Old Trusts
- Stock Language to Look out for
- AI-Assisted Drafting: Legal Risks and Opportunities
- Document Execution, Funding Mistakes
- Avenues for Making the Changes
- Top Estate Planning Mistakes: How They Play out in Probate
-
Legal Ethics in Estate Planning
- Who is Your Client?
- Joint Representation and Conflicts of Interest
- Attorney Fees and Client Trust Accounts
- Attorney Technology Competence
- 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
Speaker bio
Daniel Del Collo, III
is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.
Speaker bio
Kevin F. Murphy
is a member of the Roseland law firm of Lum, Drasco & Positan, LLC, where his main areas of practice are taxation, limited liability companies, estate planning, trusts and estates, ERISA, employee benefits, and nonprofit organizations law. Mr. Murphy has lectured to various professional groups on tax topics, and he is an adjunct professor at Fairleigh Dickinson University in the M.S. tax program. He is a member of the New Jersey State (member, Taxation, Employee Benefits, Real Property, Probate and Trust Law sections) and American (member, Taxation and Employee Benefits sections) bar associations, and the Northern New Jersey Estate Planning Council. Mr. Murphy earned his B.B.A. degree from the University of Notre Dame and his J.D. degree from Seton Hall University.
Speaker bio
Eric A. Feldhake
is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is licensed to practice in the state of New Jersey, Commonwealth of Pennsylvania, U.S. Tax Court and U.S. Supreme Court. Mr. Feldhake is also a member of the American, New Jersey State, Camden County, Burlington County and Cape May County bar associations. He is an adjunct instructor of legal and financial aspects of entrepreneurship at Rowan University, and was an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate Program. He is a retired Officer in the U.S. Army and Naval Reserves, and Pennsylvania and Indiana National Guards, where he served for 32 years. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from the Temple University Fox School of Business and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.
Speaker bio
Leah A. Foertsch
is office managing partner with Pannone Lopes Devereaux & O'Gara LLC, and a member of the estate and trust planning, administration and litigation team. Her practice focuses on advising individuals and families in all areas of trust and estate planning, and probate administration. In addition, Ms. Foertsch has extensive experience in representing individuals and businesses in asset protection, wealth management, and tax strategies, and has managed multi-million dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She also works with businesses on their succession planning strategies and has advised clients regarding the best structure to meet their needs and goals. Previously, Ms. Foertsch managed the estate planning and real estate practice for the Palm Beach Gardens office of a multi-state law firm, where she also handled the representation of fiduciaries in all aspects of probate administration. She earned her J.D. degree from St. Thomas University School of Law, her Master of Laws in taxation from the University of Miami School of Law and her undergraduate degree in sociology from Washington and Jefferson College in Pennsylvania. Ms. Foertsch is licensed to practice in Florida, and is a member of The Florida Bar, Tax and Real Property, Probate and Trust sections.
Speaker bio
Daniel Makoski
is counsel to Porzio, Bromberg & Newman, P.C., and a member of the firm's wealth preservation group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts and estate planning. Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets, negotiating with tax authorities to minimize or eliminate tax deficiencies, appearing in the U.S. Tax Court, and handling IRS appeals. He has also drafted many estate plans, living wills, health care proxies and powers of attorney. In addition, Mr. Makoski has significant expertise counseling business clients on business formation, mergers and acquisitions, restructuring, governance, and dissolution. He earned his B.A. degree from Ramapo College of New Jersey, his J.D. degree from Widener University Delaware School of Law and his LL.M. degree in taxation from New York Law School.
TOP FAQs
How do I access my courses?
Do you have options for attendees who are deaf or hard of hearing?
What happens if my course is cancelled?
Are multiple attendee discounts available?
When will the OnDemand be available and how long will I have access to the content?
What is included with my course purchase?
Will I receive a certificate of completion?
Can multiple people watch courses and request credit?
Have more questions? Please Contact Us
