CT Specific

Trusts, Estates & Probate

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

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
OnDemand
5 hours 53 minutes
Jean Rabinow
Jacqueline Reardon
Kenneth Votre
Tatiana DaSilva
With Jean Rabinow from McMillan & Rabinow + 3 others
Recorded October 03, 2025.
Product ID 100831

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. Elder Law and Medicaid Planning Updates
  3. State and Federal Tax Updates
  4. What's New in Planning for Large Estates and Complex Assets
  5. Reviewing Estate Planning Documents and Old Trusts
  6. Legal Ethics in Estate Planning

Related Topics

Product ID 100831

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 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. 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

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

  5. 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

  6. 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

Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Jacqueline M Reardon
Jacqueline M.
Reardon
Jacqueline Reardon Attorney
Kenneth A Votre
Kenneth A.
Votre
Votre & Associates, P.C.
Tatiana F DaSilva
Tatiana F.
DaSilva
Cohen & Wolf, P.C.
Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

View full profile
Speaker bio
Jacqueline M Reardon

Jacqueline M. Reardon

Jacqueline Reardon Attorney
Jacqueline Reardon

is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, her practice areas have included estate planning, special needs planning, probate, elder law and conservatorships. Ms. Reardon is a member of the National Association of Elder Law Attorneys (NAELA), American Bar Association and a member of PLAN of Connecticut. She earned her B.A. degree, magna cum laude, at Stonehill College and her J.D. degree, cum laude, at Suffolk University Law School.

View full profile
Speaker bio
Kenneth A Votre

Kenneth A. Votre

Votre & Associates, P.C.
Kenneth Votre

is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.

View full profile
Speaker bio
Tatiana F DaSilva

Tatiana F. DaSilva

Cohen & Wolf, P.C.
Tatiana DaSilva

is of principal at Cohen & Wolf, P.C. She represents individual clients looking to develop and implement estate plans that preserve and transmit assets while meeting personal and family goals. In addition to Ms. DaSilva's experience in estate planning and estate administration, she assists her clients in navigating elder law issues, such as conservatorships, supplemental needs trusts and Medicaid applications. She serves on the Executive Committee and the CLE Committee of the Estates and Probate Section of the Connecticut Bar Association, and is a member of Plan of Connecticut, a Connecticut-based organization that administers special needs trusts. Ms. DaSilva earned her M.A. and H.B.A degrees from University of Toronto and her J.D. degree, summa cum laude, from Quinnipiac 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 14 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