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Trusts, Estates & Probate

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Estate Planning Tools and New Laws: What Still Works and What Must Change

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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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 Upon Request 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online + OnDemand
6 hours
Christopher Denney
Sam Thomas
With Christopher E. Denney from Silvermark CPAs & Advisors + 1 other

Fri, Jan 30, 00:00 AM – 00:00 PM

Product ID 101441

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Course Includes
$389

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Keep Your Planning Methods Up to Date

Trusts and estates practice has undergone significant changes in recent years. Major planning priorities and the tools used to accomplish them have now been replaced with new challenges, requiring a new set of skills and planning instruments. This legal course offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!

  • Get a current tax rates update and a follow-up analysis of the OBBBA and the SECURE Acts.
  • Adopt useful new approaches for small- to mid-sized estates.
  • Learn what adjustments need to be made for high-net-worth clients and their estates.
  • Get the tools to address the new Medicaid planning imperative.
  • Weigh all your options when modifying existing trusts and plans, and plan for future flexibility.

Abbreviated Agenda

  1. Federal Tax Update 2026: The One Big Beautiful Bill Tax Act (OBBBA), IRS Enforcement Trends, etc.
  2. The Effects of Current Market Conditions on Clients' Estate Plans
  3. Post-SECURE Acts IRAs Planning
  4. The Growing Importance of Long-Term Care and Medicaid Planning
  5. Large Estate Techniques That No Longer Work, and What to Use Instead
  6. Reviewing Estate Planning Documents and Fixing Old Trusts
  7. Digital Assets and Cryptocurrency in Estate Plans
  8. Changing Estate Planning Tools for Family-Owned Businesses and Entrepreneurs
  9. Old Small to Medium-Sized Estate Tools and How to Update Them
  10. Legal Ethics in Estate Planning

Related Topics

Product ID 101441

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
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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 Upon Request 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. Federal Tax Update 2026: The One Big Beautiful Bill Tax Act (OBBBA), IRS Enforcement Trends, etc.

  2. The Effects of Current Market Conditions on Clients' Estate Plans

  3. Post-SECURE Acts IRAs Planning

    1. The Death of the Stretch and Its Tax Effects on Grantors and Beneficiaries
    2. Required Minimum Distributions (RMDs) and Penalties
    3. Beneficiary Designations, Qualified Trusts as Beneficiaries
    4. What Small Businesses Need to Know

  4. The Growing Importance of Long-Term Care and Medicaid Planning

  5. Large Estate Techniques That No Longer Work, and What to Use Instead

    1. Multi-Generational Planning
    2. Rule Changes and Complex Planning Approaches You Need to Know
    3. Charitable Giving New Rules and Trends: Donor-Advised Funds, Private Foundations, etc.
    4. Changing Foreign Assets Reporting Rules Planners Must Know

  6. Reviewing Estate Planning Documents and Fixing Old Trusts

    1. Stock Language to Look out For
    2. Old Tax Formulas and Planning Methods to Reassess
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes

  7. Digital Assets and Cryptocurrency in Estate Plans

  8. Changing Estate Planning Tools for Family-Owned Businesses and Entrepreneurs

    1. The OBBA Impacts on Planning With and for Businesses
    2. Reassessing FLPs and LLCs
    3. Using the I.R.C. 199A (QBI) Deduction
    4. Revising Business Succession Plans

  9. Old Small to Medium-Sized Estate Tools and How to Update Them

    1. Life Insurance and Other Beneficiary Accounts
    2. Durable Powers of Attorney and Health Care Decisions
    3. Capacity and Guardianship Considerations
    4. What to Do With the Family Home
    5. Second Marriage Planning

  10. 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. Client Confidentiality and Data Security

Who Should Attend

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

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
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; Indiana CPA Society; National Association of Certified Valuation Analysts; and 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
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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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.

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