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Overview
Get Critical Tools for Shaping Your Clients' Legacies
This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!
- Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
- Learn which deductions remain and how to obtain them.
- Identify planning approaches that no longer help your clients.
- Gain practical pointers for fixing old trusts.
- Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.
Abbreviated Agenda
- Old Small- to Medium-Sized Estate Tools and How to Update Them
- What's New in Planning for Large Estates and Complex Assets
- State and Federal Tax Updates
- Elder Law and Medicaid Planning Updates
- Reviewing Estate Planning Documents and Old Trusts
- Legal Ethics in Estate Planning
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Connecticut CLE |
|
6 Total | 04-22-2028 |
| New Jersey CLE |
|
7.2 Total | 01-14-2027 |
| New York CLE |
|
7 Total | 04-22-2029 |
| Pennsylvania CLE |
|
6 Total | 04-22-2028 |
Select Jurisdiction
CLE
Agenda
-
Old Small- to Medium-Sized Estate Tools and How to Update Them
- Simple Wills
- Life Insurance
- Old QPRTs: What to Do with the Family Home
- Reassessing FLPs and LLCs
- Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
- Second Marriage Planning
- Gifting Strategies
-
What's New in Planning for Large Estates and Complex Assets
-
State and Federal Tax Updates
- State and Federal Tax Rates and Exemptions
- The Step-Up in Basis at Death
- Trust Tax Deductions Changes
- Business Tax Changes Affecting Estate Planning
- IRS Enforcement Priorities
- SALT Updates
-
Elder Law and Medicaid Planning Updates
- Financial Powers of Attorney
- Advance Medical Directives
- Adult Guardianships
- Planning for Nursing Home Care and Aging in Place
- Medicaid Planning
-
Reviewing Estate Planning Documents and Old Trusts
- Stock Language to Look out for
- AI-Assisted Drafting: Legal Risks and Opportunities
- Document Execution, Funding Mistakes
- Avenues for Making the Changes
- Top Estate Planning Mistakes: How They Play out in Probate
-
Legal Ethics in Estate Planning
- Who is Your Client?
- Joint Representation and Conflicts of Interest
- Attorney Fees and Client Trust Accounts
- Attorney Technology Competence
- Guarding Confidentiality
Who Should Attend
This basic level online seminar is designed for:
- Attorneys
- Accountants and CPAs
- Tax Professionals
- Trust Officers
- Estate Planners
- Paralegals
Speakers
Speaker bio
Andrew C. Dagen
is a trust and estates attorney at Blank Rome LLP with a background in domestic and international estate planning, tax strategy, and wealth preservation. He advises high-net-worth individuals, families, entrepreneurs, founders, executives, beneficiaries, and fiduciaries on estate, charitable, and business succession planning tailored to meet personal and financial goals in a tax-efficient manner. Mr. Dagen has extensive experience structuring and administering complex estate plans, trust, and business entities. He regularly develops bespoke tax strategies for clients in the private equity, hedge fund, and pension sectors, and collaborates with cross-border teams to optimize global tax outcomes. Mr. Dagen's practice also includes resolving disputes, negotiating family settlements, and drafting entity agreements that support long-term wealth protection. Prior to joining the firm, Andrew served as an associate at a New York-based law firm and an associate at a global private client law firm. While in law school, he served as a summer associate at a tax law and estate planning firm, a judicial extern to the Honorable Juan F. Vasquez for the U.S. Tax Court, and a judicial extern to the Honorable Rebecca B. Connelly for the U.S. Bankruptcy Court. Prior to beginning his law career, Mr. Dagen practiced as a certified public accountant for five years. He earned his B.S. degree from The University of Tennessee, his LL.M. degree from New York University School of Law and his J.D. degree from Washington & Lee School of Law.
Speaker bio
Anthony C. Markus
is a partner of Markus & Sheridan, LLP. He has been effective in creating comprehensive trust and estate documents for his clients that diminish estate taxes, preserve the proper distribution of assets, and ensure that his clients' finances are properly managed for the future. Mr. Markus has also handled hundreds of divorce matters to successful conclusion through various methods including negotiated settlements, collaborative practices, and litigation. He is a co-author of New York Association of Collaborative Professionals Protocols of Practice, and is a board member of the New York Association of Collaborative Professionals and International Association of Collaborative Professionals. Mr. Markus also serves as town justice for the Village of Mount Kisco, New York. He graduated, cum laude, from Fairleigh Dickinson University and earned his J.D. degree from Pace University School of Law.
Speaker bio
John A. Sotirakis
is a partner at Coritsidis Sotirakis & Saketos, PLLC. His primary areas of concentration are trusts and estates law; drafting of wills and trusts, including trusts applicable to elder law concerns; pre and post-mortem tax planning and complex estate administration, including contested and uncontested probate; and administration and other Surrogate's Court proceedings. Mr. Sotirakis is experienced in litigation matters ranging from estate litigation to civil and matrimonial litigation, including trial and appellate work. He earned his B.A. degree from the City College of New York, his J.D. degree from St. John's University School of Law and his L.L.M. degree in taxation at the New York University School of Law. Mr. Sotirakis is a member of New York State Bar Association, Elder Law and Trusts and Estate's Law divisions; Queens Bar Association; Hellenic Lawyers Association; and Long Island City Lawyers' Association. He is admitted to the Federal District Court of New York, Eastern and Southern districts.
Speaker bio
Charles W. Beinhauer
is of counsel in the Buffalo law firm of Pfalzgraf Beinhauer Grear Harris Schuller LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is a former member of the New York State Bar Association's Elder Law Committee. He is a former member of the Bar Association of Erie County's Elder Law Committee, Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust and the New York State Bar Association's Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.
Speaker bio
Damianos Markou
is an attorney with Capell Barnett Matalon & Schoenfeld, LLP where he practices trusts and estates law, concentrating his practice in trust and estates litigation proceedings in the New York State Surrogate's Courts. Mr. Markou has extensive experience and has successfully represented individual and corporate clients in a variety of Surrogate's Court proceedings including Will contests, contested accountings, discovery proceedings, reverse discovery proceedings, construction proceedings, right of election proceedings, guardianships, administration proceedings and other miscellaneous Surrogate's Court proceedings. He has represented individual and corporate clients in the administration of estates and trusts and has successfully represented and defended clients' estate tax filings before the Internal Revenue Service and the New York State Commissioner of Taxation and Finance. Mr. Markou is also involved in estate planning and the drafting of wills and trusts for his clients. While in law school, he enrolled in a summer law program in Moscow State University, in Moscow, Russia where he studied the Russian legal system in transition and the Russian language. After law school, Mr. Markou began his career as an attorney with a firm who had acted as counsel to the Public Administrator of Queens County, New York representing clients in all aspects of complex Surrogate's Court proceedings.
Speaker bio
Charles C. McLaurin
is an estate planner concentrating his practice on providing counsel to domestic and international high-net-worth individuals and families to create tax-efficient wealth transfer strategies through estate, tax, business succession and asset protection planning. He has significant experience counseling clients on exemption capture planning, drafting estate planning documents, assisting with the preparation of gift tax, estate tax and fiduciary income tax returns, and assisting clients with the establishment and maintenance of tax-exempt organizations, foundations and trusts. Mr. McLaurin is also experienced at managing contested and uncontested estate and trust administration matters, including probate, administration, accounting and miscellaneous proceedings, and has represented clients in matters including fiduciary succession applications, trust termination proceedings, will contests, construction proceedings, accounting and other fiduciary-based litigation.
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