Trusts, Estates & Probate

4.45

Advanced Estate Planning 2026

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 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
Virginia 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 56 minutes
Daniel Del Collo
P. Glen Smith
Sam Thomas
Christopher Denney
Andrés Hernández Lossada
Ryan Casson
With Daniel Del Collo III from The Law Office of Daniel Del Collo III + 5 others
Recorded November 21, 2025.
Product ID 101187

Buy This Course

Course Includes
$429

OnDemand Video

Video Download

Course Book Download

Overview

Sophisticated Planning for the Shifting World

Are you looking to sharpen your edge and stay current on the top trends in trusts and estates practice? Don't just react to the shifts in the law - anticipate and capitalize on them. This timely course offers critical updates and advanced planning tools to meet your clients' changing needs. Refine your approach to wealth preservation, optimize tax efficiency, and draft with unparalleled flexibility - register today!

  • Analyze how the latest changes in tax policy and enforcement may affect your planning tactics.
  • Master modern trust design with innovative trust structures and advanced drafting techniques.
  • Integrate digital assets and other burgeoning forms of wealth seamlessly into estate plans.
  • Fortify against volatility: identify key planning risks and find ways to shore up protections.
  • Refine your current planning tactics to align with growing trends.

Abbreviated Agenda

  1. Tax Policy Updates and Shifting IRS Enforcement Priorities
  2. Capacity, Undue Influence, Disputes
  3. Top Trust Structures Today
  4. Large Estates and Family Offices: New Challenges, Recent Case Law
  5. What's New in the Use of Business Entities
  6. Updates on Private Foundations and Donor-Advised Funds
  7. Trust Management and Fiduciary Trust Accountings
  8. Complex IRA Planning Issues
  9. International Estate Planning Trends and Risks
  10. Special Needs Trusts: Drafting Tips and Qualified Expenses
  11. Legal Ethics

Related Topics

Product ID 101187

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 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
Virginia 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. Tax Policy Updates and Shifting IRS Enforcement Priorities

  2. Capacity, Undue Influence, Disputes

  3. Top Trust Structures Today

  4. Large Estates and Family Offices: New Challenges, Recent Case Law

  5. What's New in the Use of Business Entities

  6. Updates on Private Foundations and Donor-Advised Funds

  7. Trust Management and Fiduciary Trust Accountings

  8. Complex IRA Planning Issues

  9. International Estate Planning Trends and Risks

  10. Special Needs Trusts: Drafting Tips and Qualified Expenses

  11. Legal Ethics

    1. Who is Your Client? Hidden Conflicts
    2. Joint Representation Issues
    3. Client Communications: Handling Misconceptions
    4. Preserving Confidentiality and Privilege

Who Should Attend

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

Speakers

Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
P. Glen Smith
P. Glen
Smith
Lifescape Elder Care Law & Estate Planning, LLC
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Andrés J Hernández Lossada
Andrés J.
Hernández Lossada
Saltiel Law Group
Ryan J Casson
Ryan J.
Casson
Law Office of Ryan J. Casson
Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

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.

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Speaker bio
P. Glen Smith

P. Glen Smith

Lifescape Elder Care Law & Estate Planning, LLC
P. Glen Smith

is the founder and lawyer at Lifescape Law & Development. He specializes in elder law, estate planning, special needs planning, mediation, and long-term care planning. Mr. Smith is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners and ElderCounsel. He is an accredited attorney by the Veterans Administration. Mr. Smith earned his MDiv degree from Nazarene Theological Seminary and his J.D. degree from University of Memphis-Cecil C. Humphreys School of Law.

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Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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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
Andrés J Hernández Lossada

Andrés J. Hernández Lossada

Saltiel Law Group
Andrés Hernández Lossada

is lead counsel at Saltiel Law Group, where his practice includes corporate law, international tax and estate planning for domestic and foreign high net worth individuals, and assisting with fully compliant structures, both domestically and abroad, as well as providing succession planning solutions considering tax challenges of global wealth. He has experience advising high net worth individuals and their families on cross-border wealth, investments, and estate planning concerns with particular focus on issues arising from civil law and common law application. Mr. Hernandez also has significant experience advising individuals and fiduciaries in estate, trust, and probate administration, and representing clients on tax controversy matters before the IRS, including streamlined filing compliance procedures. He earned his Abogado LL.B. equivalent from Universidad Católica Andrés Bello, Caracas, Venezuela; his LL.M. degree and certificate in business administration from Northwestern University School of Law and Kellogg School of Management; his LL.M. degree in taxation from Northwestern University School of Law, Chicago, Illinois; and his J.D. degree from Emory University School of Law, Atlanta, Georgia. Mr. Hernandez is a member of The Florida Bar (member, Tax Law Section), American Bar Association and the Society of Trust and Estate Practitioners (STEP).

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Speaker bio
Ryan J Casson

Ryan J. Casson

Law Office of Ryan J. Casson
Ryan Casson

is a solo practitioner at his firm Law Office of Ryan J. Casson located in Camarillo, California. He practices estate planning, elder law, Medicaid, probate, charitable gifting, tax, estate litigation and trust administration. Mr. Casson earned his B.B.A. degree from Walla Walla University and his J.D. degree from Thomas M. Cooley Law School. He is licensed to practice law in California, Florida, Massachusetts, and South Dakota.

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