Trusts, Estates & Probate

4.33

Estate Planning After OBBBA

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 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 59 minutes
Ricardo Aponte-Parsi
Kelly O
Brittney Shearin
Christopher Cauble
With Ricardo Aponte-Parsi from Office of the General Counsel at Secretary of the Air Force (SAF/GCN) + 3 others
Recorded May 04, 2026.
Product ID 101886

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$429

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Overview

Strategic Estate Plan Recalibration Tools for Future-Minded Advisers

Your high-net-worth clients made irrevocable gifts based on the fear of the 2026 "sunset." The One Big Beautiful Bill Tax Act (OBBBA) rewrote the entire playbook by making the high exemption permanent. This seismic shift means their prior aggressive tax planning may now be inefficient, over-complicated, or sub-optimal for basis step-up. You are faced with the immediate, ethical obligation to recalibrate their entire estate strategy. This CLE provides the definitive, technical road map to move beyond basic tax minimization and pivot to new strategies to deliver unprecedented wealth preservation and income tax efficiency. Register today!

  • Identify non-compliant formulaic trust clauses that must be immediately amended.
  • Conduct a basis audit check to advise clients on which highly appreciated assets must remain in the estate.
  • Discuss when non-grantor trusts are a prudent choice of planning tool.
  • Integrate the new tax stability with IRA/401(K) distribution rules.
  • Maximize the benefit of using passthrough entities for QBI deduction.

Abbreviated Agenda

  1. OBBBA Summed Up: Key Provisions and Their Implications
  2. Re-Aligning Overall Estate Plans and Answering Client Questions
  3. Income Tax and Non-Tax Driven Planning for the Middle Class
  4. Trust Drafting and Modifications
  5. Integration With Business Planning
  6. Estate Litigation Trends and Updates
  7. Top Legal Ethics Issues for Estate Planners

Related Topics

Product ID 101886

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 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 Summed Up: Key Provisions and Their Implications

    1. Sunset Averted: TCJA Provisions That Are Staying
    2. Individual Tax Provisions to Consider
    3. Business Tax Provisions Estate Planners Need to Know
    4. ABLE Accounts and Premium Tax Credit Changes

  2. Re-Aligning Overall Estate Plans and Answering Client Questions

    1. Top Questions Clients Ask After Highly Publicized Legislative Changes
    2. Dynasty Planning for GST Non-Portability
    3. Growing Use of Non-Grantor Trusts
    4. Philanthropy Beyond Charitable Tax Deductions
    5. Clients Who Come in for "Just a Few Small Edits" to Their Existing Documents

  3. Income Tax and Non-Tax Driven Planning for the Middle Class

    1. Perfecting RLTs (Revocable Living Trusts): What to Include/Update
    2. Top Basis-Planning Tactics
    3. Medical and End-of-Life Decision-Making
    4. Dementia and Testamentary Capacity
    5. Disability and Medicaid Considerations
    6. Planning for IRAs

  4. Trust Drafting and Modifications

    1. Updating Your Go-To Trust Provisions
    2. Irrevocable Trusts Modification Methods and IRS Response
    3. Unified Directed Trusts: Not Just for the Ultra-Wealthy Anymore
    4. Multijurisdictional Considerations

  5. Integration With Business Planning

    1. The Changing Use of Qualified Small Business Stocks (QSBS)
    2. Using Passthrough Entities to Maximize QBI Deduction
    3. Does the Client Need an LLC? How Should It Be Taxed?

  6. Estate Litigation Trends and Updates

  7. Top Legal Ethics Issues for Estate Planners

    1. Conflicts of Interest Checks and Waivers
    2. Data Security Challenges in Estate Planning Practice
    3. Attorney Fees, Scope of Representation, and Engagement Agreements
    4. Guarding Client Confidentiality in Mandatory Disclosures
    5. Ethics of Non-Attorney Referrals
    6. Proactive Client Communication Protocols

Who Should Attend

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

Speakers

Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Kelly R O'Brien
Kelly R.
O'Brien
Measure Law, P.C.
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.

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Speaker bio
Kelly R O'Brien

Kelly R. O'Brien

Measure Law, P.C.
Kelly O'Brien

is a managing partner with Measure Law, P.C. in Kalispell, Montana. Her practice is focused on business law, real estate law, probate, trusts and estate planning. Ms. O'Brien earned her B.S. degree in international business from the University of Montana, her J.D. degree from Lewis & Clark School of Law and her LL.M. degree in taxation from University of Denver Sturm College of Law. She is licensed to practice law in Oregon and Montana. Ms. O'Brien is a fourth generation Montanan, originally from the Flathead Valley. She is delighted to have the privilege to live and practice law in northwest Montana where she enjoys time exploring in the mountains with friends and family.

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Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers with Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble, Furr & Beguin, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Additionally, he deals with all estate and probate related tax issues. Mr. Cauble earned his B.A. degree (Departmental Honors) from Willamette University and his J.D. degree, cum laude, (Phi Alpha Delta) from Gonzaga University School of Law. He is a member of the Oregon State Bar board of Governors, Oregon State Bar Administrative Law Executive Committee (Chair, 2009), Oregon State Bar House of Delegates and the Oregon State Bar Judicial Administration Committee. Mr. Cauble is a member of Oregon State Bar Board of Governors from 2020-2024. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the Ninth Circuit Court of Appeals and the U.S. Supreme Court. 

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