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Trusts, Estates & Probate

4.03

The Modern Estate Planner: New Laws, Challenges, and Promising Solutions

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
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 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 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 57 minutes
Virginia Perez
Virginia Ralls
Jennifer DeLoach
Blakely Moore
Elizabeth Johnson
With Virginia L. Perez from The Law Office of Virginia Lee Perez, P.A. + 4 others
Recorded April 06, 2026.
Product ID 101712

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Overview

Adopt New Estate Planning Tactics and Harness the Power of AI

Trusts and estates practice is changing, and the great wealth transfer is just ramping up. Now is a great time to review your current planning tools and find new approaches to the growing caseloads coming your way. This CLE course offers a practical discussion of the critical aspects of estate planning practice: from the realistic implications of OBBBA to notable case law trends from around the country. Stay current - register today!

  • Analyze real-life impacts of OBBBA individual and business tax provisions.
  • Draft better estate planning documents with the top five must-have trust provisions today.
  • Adapt your planning to the changing needs of the aging population.
  • Learn to integrate AI into your practice to improve - not disrupt - daily workflows.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. OBBBA and Other Rules Changes You Need to Know
  2. 5 Simple Ways AI Can Streamline Your Daily Estate Planning Tasks
  3. Top 5 Must-Have Trust Provisions Today
  4. IRA Planning in Light of the SECURE Acts
  5. Meeting the Growing Needs for Long-Term Care
  6. Revising Old Tax Tactics in Light of New Laws and Changing Client Needs
  7. Legal Ethics in Estate Planning
  8. Notable Case Law From Around the Country

Related Topics

Product ID 101712

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
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 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 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. OBBBA and Other Rules Changes You Need to Know

    1. TCJA Sunset Averted: Provisions That Stayed
    2. Individual Tax Provisions to Take Into Consideration
    3. Business Tax Provisions Estate Planners Need to Know
    4. Changes to Medicaid and Their Effects on Long-Term Care Planning
    5. Real Estate Laws Affecting Estate Planning

  2. 5 Simple Ways AI Can Streamline Your Daily Estate Planning Tasks

  3. Top 5 Must-Have Trust Provisions Today

  4. IRA Planning in Light of the SECURE Acts

    1. Beneficiary Designations
    2. Required Minimum Distributions
    3. Tax Effects on Grantors and Beneficiaries
    4. Qualifying a Trust as a Beneficiary

  5. Meeting the Growing Needs for Long-Term Care

    1. Financial and Medical Powers of Attorney
    2. LTC Options, Levels of Care, and Caregiving Agreements
    3. Medicaid Planning

  6. Revising Old Tax Tactics in Light of New Laws and Changing Client Needs

  7. Legal Ethics in Estate Planning

    1. Who Is Your Client?
    2. Client Capacity
    3. Joint Representation and Conflicts of Interest
    4. Attorney Fees and Client Trust Accounts
    5. Attorney Technology Competence
    6. Guarding Confidentiality

  8. Notable Case Law From Around the Country

Who Should Attend

This legal guide is designed for attorneys. It will also benefit accountants and CPAs, trust and tax professionals, and paralegals.

Speakers

Virginia L Perez
Virginia L.
Perez
The Law Office of Virginia Lee Perez, P.A.
Virginia C Ralls
Virginia C.
Ralls
Chase & Ralls, PLC
Jennifer DeLoach
Jennifer
DeLoach
The DeLoach Law Practice
Blakely S Moore
Blakely S.
Moore
PTM Trust and Estate Law
Elizabeth H Johnson
Elizabeth H.
Johnson
Spence Law Group
Speaker bio
Virginia L Perez

Virginia L. Perez

The Law Office of Virginia Lee Perez, P.A.
Virginia Perez

is the founder and CEO of The Law Office of Virginia Lee Perez, P.A. She focuses her practice on estate planning, probate, and trust administration. Ms. Perez earned an LL.M. degree in taxation from the University of Alabama School of Law, her J.D. degree from Florida International University College of Law, and her B.A. degree from the University of Florida. She also earned a certificate in international commercial arbitration law and practice from Hamline University in conjunction with Queen Mary, University of London. Ms. Perez is a proud member of the Florida Association of Women Lawyers, RPPLT and Elder Law sections of the Florida Bar, and Academy of Florida Elder Law Attorneys (AFELA). She is admitted to practice law in Florida. 

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Speaker bio
Virginia C Ralls

Virginia C. Ralls

Chase & Ralls, PLC
Virginia Ralls

is an attorney at Chase & Ralls, PLC. She focuses her practice on trusts and estates, tax, probate, and family law. Ms. Ralls is the director of the Trust and Estates Department. She earned her B.S. degree, cum laude, from the University of Florida, her master's degree from the University of West Florida, and her J.D. degree from Drexel University, Thomas R. Kline School of Law. Ms. Ralls is admitted to practice law in Florida and before the United States Tax Court.

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Speaker bio
Jennifer DeLoach

Jennifer DeLoach

The DeLoach Law Practice
Jennifer DeLoach

is the founding attorney at The DeLoach Law Practice, where she focuses her practice on estate planning, probate, and family law. Her law partner and wife, Caitlin Herndon DeLoach, is an experienced family lawyer who also works as a mediator and guardian ad litem. Ms. DeLoach is a graduate of Berry College and the University of Georgia School of Law. She has been admitted to the State Bar of California and is currently an active member of the State Bar of Georgia. 

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Speaker bio
Blakely S Moore

Blakely S. Moore

PTM Trust and Estate Law
Blakely Moore

is an estate planning attorney and a managing partner at PTM Trust and Estate Law. He focuses his practice on helping people protect their loved ones and themselves with creative estate plans and helping fiduciaries administer trusts or probate estates. Mr. Moore earned his J.D. degree, cum laude, from the University of Florida Levin College of Law. He is admitted to practice law in Florida.

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Speaker bio
Elizabeth H Johnson

Elizabeth H. Johnson

Spence Law Group
Elizabeth Johnson

is a senior associate with Spence Law Group where she focuses on the areas of estate, trust, and fiduciary litigation, as well as estate administration, and probate law. She is a member of Baltimore County Bar Association, Anne Arundel Bar Association, Maryland State Bar Association. Ms. Johnson earned both her B.A. and J.D. degrees from the University of Illinois. She is admitted to practice in the state of Maryland. 

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