Trusts, Estates & Probate

4.33

2025 Investment Rules, Traps, and Tactics for Estate Planners

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
Wyoming CLE Approved 6 Total
OnDemand
5 hours 55 minutes
Christopher Denney
Matthew Rappaport
Richard Mills
Sonya Murphy
Sandra Mertens
With Christopher E. Denney from Silvermark CPAs & Advisors + 4 others
Recorded July 29, 2025
Product ID 100581

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Overview

Keep Up With Changing Rules, Reporting Requirements, and Planning Tactics

With the anticipated sunset of critical provisions of the Tax Cuts and Jobs Act (TCJA) and the ever-evolving investment landscape, it is crucial for estate planners to stay abreast of the latest developments. Do you have a clear view of changing rules and new opportunities? Get a practical review of investment tactics shaping current estate planning practice - register today!

  • Identify common investment-related pitfalls in estate planning, such as inadequate diversification.
  • Implement effective investment strategies to minimize taxes and optimize wealth transfer.
  • Navigate the complexities of planning for diverse assets, including real estate and cryptocurrencies.
  • Leverage advanced techniques, including charitable giving strategies, to achieve clients' goals.

Abbreviated Agenda

  1. Financial Industry Regulations Update
  2. The Status of Top Investment Instruments in Estate Planning
  3. Philanthropic Vehicles Update
  4. Risky Tactics and Fiduciary Liability: Lessons From Recent Case Law
  5. Changing Tax Rules and Tactics
  6. Legal Ethics in Trusts and Estates Practice

Related Topics

Product ID 100581

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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 Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Financial Industry Regulations Update

  2. The Status of Top Investment Instruments in Estate Planning

    1. Structuring LLCs to Invest in Real Estate
    2. The Use of Qualified Small Business Stock (QSBS)
    3. Subchapter S Stock
    4. Crypto Trends and Regulation
    5. AI-Assisted Investing
    6. Promissory Notes and Installment Sales to Trusts

  3. Philanthropic Vehicles Update

  4. Risky Tactics and Fiduciary Liability: Lessons From Recent Case Law

  5. Changing Tax Rules and Tactics

  6. Legal Ethics in Trusts and Estates Practice

    1. Attorney Fees and Scope of Representation
    2. Guarding Confidentiality and Data Security
    3. Doing Business With Clients
    4. Attorneys Who Serve as Fiduciaries: Top Risks and Additional Duties

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, wealth planners, and experienced paralegals will also benefit.

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Matthew E Rappaport
Matthew E.
Rappaport
Falcon Rappaport & Berkman LLP
Richard C Mills
Richard C.
Mills
Smith Haughey Rice & Roegge
Sonya Murphy
Sonya
Murphy
U.S. Small Business Administration
Sandra D Mertens
Sandra D.
Mertens
Gensburg, Calandriello & Kanter, P.C.
Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; the Indiana CPA Society; the National Association of Certified Valuation Analysts; and the Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree, in accounting, from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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Speaker bio
Matthew E Rappaport

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP
Matthew Rappaport

chairs Falcon Rappaport & Berkman LLP's taxation and private client groups. He concentrates his practice in taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. Mr. Rappaport advises clients regarding tax planning, structuring and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise. Mr. Rappaport earned his J.D. degree and his Master of Laws in taxation from Georgetown University Law Center. He is a member and admitted to practice in the state of New York and the U.S. Tax Court.

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Speaker bio
Richard C Mills

Richard C. Mills

Smith Haughey Rice & Roegge
Richard Mills

is an experienced attorney who specializes in estate planning, trust and estate administration, and charitable giving. For more than 15 years, he has helped families, businesses, and charitable foundations establish legally and financially secure futures. As a leader of the Probate and Estate Planning Section of the State Bar of Michigan, Mr. Mills helped draft Michigan's trust decanting, self-settled asset protection trust, and divided and directed trusteeship legislation. As an American Bar Association leader, he's helped draft comments to the U.S. Treasury Department on proposed regulations related to donor-advised funds and met with its Office of Tax Policy to discuss important issues on behalf of charitable planning attorneys and their clients. Mr. Mills earned his undergrad from Aquinas College, his M.B.A. degree from The University of Detroit Mercy and his J.D. degree from the University of Detroit Mercy School of Law. He is admitted to practice in the state of Michigan.

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Speaker bio
Sonya Murphy

Sonya Murphy

U.S. Small Business Administration
Sonya Murphy

has served as an attorney advisor at the U.S. Small Business Administration - Office of Disaster Assistance and as a contract advisor for the Internal Revenue Service. She presently maintains a solo transactional practice, which focuses on business law and estate planning. Ms. Murphy earned her bachelor's degree from Tennessee Tech University - College of Business and her J.D. degree from Charlotte School of Law, where she obtained a Leadership Excellence Certification. She is admitted to practice law in Tennessee.

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Speaker bio
Sandra D Mertens

Sandra D. Mertens

Gensburg, Calandriello & Kanter, P.C.
Sandra Mertens

is a partner in the law firm of Gensburg, Calandriello & Kanter, P.C., where she is known for her diverse skill set, practicing in the areas of federal and state tax controversy and consulting, offshore account disclosures, estate planning, probate, estate and trust administration, general business law, and commercial litigation. Ms. Mertens has negotiated many tax resolutions with the IRS and Illinois Department of Revenue, reducing her clients' overall tax liabilities and helping them lower their monthly payment. Since 2008, she has served as a monthly contributor to Debits and Credits, a newsletter published by the Independent Accountants Association of Illinois. Ms. Mertens is also a member of the CBA's State and Local Tax Committee, and has lectured and prepared seminar materials for accountant and attorney education on a variety of topics, including offers in compromise, trust fund recovery penalties, IRS Voluntary Classification Settlement Program for workers, foreign reporting requirements, and the IRS' Offshore Voluntary Disclosure Program and compliance procedures. In addition, she assists large and small businesses with all stages of their business, from formation of an entity to contracts to employee issues, and dissolution. Ms. Mertens earned her B.A. degree, cum laude, from Trinity International University and her J.D. degree, with honors, from Chicago-Kent College of Law, Illinois Institute of Technology. She is admitted to the Illinois State Bar Association, U.S. District Court for the Northern District of Illinois, United States Bankruptcy Court and United States Tax Court. Ms. Mertens has also been admitted pro hac vice in the District Court for the District of Columbia and New York State Court.

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