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High-Net-Worth Estate Planning: Staying Ahead of Changes

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online + OnDemand
3 hours
Rhonda Miller
Michael Joseck
John Lynham
With Rhonda A. Miller from Miller Legal Group, PLLC + 2 others

Wed, Mar 18, 00:00 AM – 00:00 PM

Product ID 101656

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Overview

Adopt Promising New Tactics to Attract and Keep More HNWIs

Trusts and estates practice for high-net-worth clients has undergone significant changes recently. The passage of OBBBA tax reform and recent court rulings have created new opportunities and compliance challenges for large and complex estates. Major planning priorities and tools have now been replaced with new goals, requiring new skills and planning instruments. This legal update 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!

  • Analyze and develop new opportunities created by the passage of the OBBBA.
  • Learn what adjustments need to be made for high-net-worth clients and their estates.
  • Weigh all your options when modifying existing trusts and build in flexibility for the future.
  • Explore critical legal updates affecting clients with significant business interests.

Abbreviated Agenda

  1. OBBBA Takeaways for High-End Estates
  2. Tired Large Estate Techniques and What to Use Instead
  3. Notable Case Law Shaping the Practice
  4. Reviewing Estate Planning Documents and Fixing Old Trusts

Related Topics

Product ID 101656

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
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CLE
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Agenda

All times are shown in

  1. OBBBA Takeaways for High-End Estates

  2. Tired Large Estate Techniques and What to Use Instead

    1. Rule Changes and Complex Planning Approaches You Need to Know
    2. Business Succession Planning Changes
    3. Current Asset Protection Risks
    4. Multigenerational Planning
    5. Charitable Giving, Private Foundations, and Donor-Advised Funds

  3. Notable Case Law Shaping the Practice

  4. 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. Trust Modification, Decanting
    5. Non-Judicial Settlements (NJSs) and Other Avenues for Making the Changes

Who Should Attend

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

Speakers

Rhonda A Miller
Rhonda A.
Miller
Miller Legal Group, PLLC
Michael Joseck
Michael
Joseck
Offit Kurman, Attorneys at Law
John M Lynham Jr.
John M.
Lynham, Jr.
Offit Kurman, Attorneys at Law
Speaker bio
Rhonda A Miller

Rhonda A. Miller

Miller Legal Group, PLLC
Rhonda Miller

is principal at Miller Legal Group, PLLC. For nearly two decades, she has helped high-net-worth individuals, business owners, and C-level executives preserve wealth, reduce estate tax exposure, and mitigate capital gains liabilities through tailored estate planning and tax strategies. Ms. Miller's practice focuses on structuring sophisticated plans that align with her clients' financial goals, legacy wishes, and family business succession plans. She advises clients on a wide range of estate tax minimization techniques. Ms. Miller regularly implements planning tools such as dynasty trusts, spousal lifetime access trusts (SLATs), charitable remainder trusts (CRTs), and qualified personal residence trusts (QPRTs). She also helps clients establish private foundations and family limited partnerships to support charitable giving while reducing taxable estates. Business succession planning is another key component of Ms. Miller's practice. She counsels business founders and family business owners on how to transfer ownership to the next generation in a tax-efficient manner. This includes developing comprehensive plans that address both the financial and emotional dynamics that come with succession planning for closely held businesses. For clients with significantly appreciated assets, Ms. Miller focuses on capital gains mitigation strategies. She structures qualified small business trusts (QSBTs) and 1202 trusts to take advantage of Section 1202 capital gains exclusions. Additionally, Ms. Miller advises clients on entity restructuring, charitable planning, and other techniques to minimize tax liabilities in advance of liquidity events such as business sales or IPOs.

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Speaker bio
Michael Joseck

Michael Joseck

Offit Kurman, Attorneys at Law
Michael Joseck

assists individuals, families, businesses, and high-net-worth clients in navigating the complexities of estate planning, trust administration, taxation, tax law, and wealth management and asset protection as a principal attorney in Offit Kurman, Attorneys at Law's Estates and Trusts practice group, based in Columbia, Maryland. He develops customized estate planning documents, including wills, trusts, powers of attorney, and living wills. Mr. Joseck earned his B.A. degree from York College of Pennsylvania and his J.D. degree from Western Michigan University School of Law. He is a member of the Maryland State Bar Association, Howard County Bar Association (Estates and Trusts Section, co-chair), Montgomery County Bar Association, and Howard County Estate Planning Council. Mr. Joseck is admitted to practice law in Maryland and before the U.S. District Court for the District of Maryland.

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Speaker bio
John M Lynham Jr.

John M. Lynham, Jr.

Offit Kurman, Attorneys at Law
John Lynham

is an attorney at Offit Kurman, Attorneys At Law. As a member of the Estates and Trusts practice group, he focuses on the intricate realms of estate and trust planning and administration, deftly addressing challenges related to estate, generation-skipping, gift, and income taxation. Mr. Lynham also navigates real estate transactions and facilitates the formation of tax-exempt organizations, including foundations, ensuring clients receive tailored legal solutions that meet their specific needs. He represents clients in matters of estate planning, including administration, tax savings, asset protection, business succession, and philanthropic strategies. Mr. Lynham has successfully defended wills and trusts in local courts and manages audits and compliance issues before the IRS, the District of Columbia, and various state authorities. Notable achievements include obtaining the admission of a decedent's will to probate after the original was destroyed in a break-in, defending estate plans from challenges of undue influence, and employing innovative strategies like defective grantor trusts to transfer business interests free of transfer taxes. He earned his LL.M. degree in taxation from Georgetown University Law Center, his J.D. degree from The George Washington University Law School, his M.B.A. degree in finance from the University of Maryland's Robert H. Smith School of Business, and his B.S. degree in science from Trinity College-Hartford. Mr. Lynham is admitted to practice law in Maryland and District of Columbia, and before the Supreme Court of the United States, District of Columbia Court of Appeals and Supreme Court of Maryland.

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