Tax

4.32

What Estate Planners Need to Know About the Big Beautiful Tax Act

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 28 minutes
Paul Jones
With Paul W. Jones from Hale | Wood pllc
Recorded August 27, 2025.
Product ID 101391

Buy This Course

Course Includes
$229

OnDemand Video

Course Book Download

Overview

Take Advantage of the New Opportunities BBB Act Brings

The One Big Beautiful Bill Act (OBBBA), signed into law in July, has brought long-awaited clarity on TCJA sunset and a plethora of new tax changes to consider when crafting estate plans. Our faculty share their takeaways and analysis of how the new law impacts major aspects of estate and tax planning and discuss common pitfalls to avoid. Stay current - register today!

  • Get an update on the coming federal tax rates and exclusion amounts.
  • Discuss how OBBBA's business tax provisions will shape the practice.
  • Prepare for the likely changes Medicaid cuts will bring to health care and nursing home planning.
  • Get an update on individual tax provisions your clients will want to consider.

Abbreviated Agenda

  1. Sunset Averted: TCJA Provisions That Are Staying
  2. Individual Tax Provisions to Consider
  3. Business Tax Provisions Estate Planners Need to Know
  4. Changes to Medicaid and Their Effects on Long-Term Care Planning

Related Topics

Product ID 101391

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Reciprocity · 1.5 Total Credits

Earn Until

OnDemand - Alaska CLE - 1.5: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.50 hours of credit, which includes 1.50 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 1.5: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.50 hours of credit, which includes 1.50 hours of MCLE credit and 0.0 hour of MECLE credit.

Arkansas CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arkansas CLE - 1.5: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.50 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 1.5: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.50 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.50 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 1.5: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.50 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 1.5 Total Credits
  • 1.5 Taxation Law

Earn Until

OnDemand - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.50 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Taxation Law by the California Board of Legal Specialization.

Video Download - California CLE - 1.5: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.50 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. This course has been approved for 1.5 units in the area of Taxation Law by the California Board of Legal Specialization.

Connecticut CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1.5: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.50 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Delaware CLE - 1.5: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.50 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 2 Total Credits
  • 2 Wills, Trusts and Estates
  • 2 Tax

Earn Until

OnDemand - Florida CLE - 2: Approved by The Florida Bar, this program qualifies for 2.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 2.0 - Tax Law; 2.0 - Wills, Trusts and Estates

Video Download - Florida CLE - 2: Approved by The Florida Bar, this program qualifies for 2.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certifications: 2.0 - Tax Law; 2.0 - Wills, Trusts and Estates

Georgia CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 1.5: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.50 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1.5: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.50 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Illinois CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 1.5: This program has been approved by the Illinois MCLE Board for 1.50 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Maine CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.50 hours of self-study CLE credit

Video Download - Maine CLE - 1.5: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.50 hours of self-study CLE credit

Missouri CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.80 self-study CLE credit hours.

Video Download - Missouri CLE - 1.8: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.80 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1.5: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.50 hours of self-study CLE credit.

Montana CLE Upon Request · 1.5 Total Credits

Earn Until

OnDemand - Montana CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

Video Download - Montana CLE - 1.5: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

North Dakota CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - North Dakota CLE - 1.5: North Dakota attorneys completing this program may claim 1.50 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 1.5: North Dakota attorneys completing this program may claim 1.50 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1.5: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.50 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 1.5: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1.5: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1.5: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1.5: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.50 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 1.5 Total Credits
  • 1.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 1.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.50 credit hours. 1.50 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oklahoma CLE Approved · 2 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 2: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 2.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Pennsylvania CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 1.5: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1.5: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.50 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1.5: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.50 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Washington CLE - 1.5: This program qualifies for 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1.5: This program qualifies for 1.50 hours of Washington continuing legal education (Self Study) A/V credit, which includes 1.50 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 1.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 1.5: Approved for 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 1.5: Approved for 1.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 1.8 Total Credits

Earn Until

OnDemand - West Virginia CLE - 1.8: This program qualifies for 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 1.8: This program qualifies for 1.80 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
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CLE

Agenda

All times are shown in

  1. What Estate Planners Need to Know About the Big Beautiful Tax Act

    1. Sunset Averted: TCJA Provisions That Are Staying
    2. Individual Tax Provisions to Consider
    3. Business Tax Provisions Estate Planners Need to Know
    4. Changes to Medicaid and Their Effects on Long-Term Care Planning

Who Should Attend

This legal tax update is designed for attorneys. Accountants, tax professionals, wealth planners, fiduciaries, and paralegals will also benefit.

Speakers

Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale | Wood pllc, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah and his Masters of Prof. Accountancy degree from Weber State University.

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