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Trusts, Estates & Probate

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Ohio Estate Planning: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Ohio Certified Paralegals Approved 6 Total
Live Online
6 hours
Rachel Kabb-Effron
Jazmine Greer
R. Jason Howard
Ryan Welker
With Rachel A. Kabb-Effron from The Kabb Law Firm + 3 others

Thu, Nov 05, 00:00 AM – 00:00 PM

Product ID 102431

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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

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. What's New in Planning for Large Estates and Complex Assets
  3. State and Federal Tax Updates
  4. Elder Law and Medicaid Planning Updates
  5. Reviewing Estate Planning Documents and Old Trusts
  6. Legal Ethics in Estate Planning

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Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102431

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Ohio Certified Paralegals Approved 6 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

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

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies

  2. What's New in Planning for Large Estates and Complex Assets

  3. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
    5. IRS Enforcement Priorities
    6. SALT Updates

  4. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning

  5. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate

  6. 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. 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

Rachel A Kabb-Effron
Rachel A.
Kabb-Effron
The Kabb Law Firm
Jazmine Greer
Jazmine
Greer
Greer Law Firm Co LPA
R. Jason Howard
R. Jason
Howard
Robert J. Howard, Attorney at Law
Ryan G Welker
Ryan G.
Welker
Woodward, Pires & Lombardo, P.A.
Speaker bio
Rachel A Kabb-Effron

Rachel A. Kabb-Effron

The Kabb Law Firm
Rachel Kabb-Effron

is the owner of The Kabb Law Firm, in Beachwood, Ohio, where she specializes in elder law. Ms. Kabb-Effron is a certified elder law attorney by the National Elder Law Foundation and is recognized as a specialist by the Ohio State Bar Association. She is a VA accredited attorney and licensed to practice before the Court of Veterans Claims. She has more than 18 years of experience in representing elderly and disabled clients on eligibility issues involving Medicaid and other public assistance programs. Ms. Kabb-Effron has been practicing life care planning since 2006 and is currently on the Board of the Life Care Planning Law Firms Association and has served as the president, vice president and treasurer. She is the a past-president of the Ohio Chapter of the National Academy of Elder Law Attorneys and has been an active member of the National Academy of Elder Law Attorneys on numerous national committees. Ms. Kabb-Effron is a member of the Ohio State and Cleveland Metropolitan bar associations. She is a frequent speaker for other professional and community groups on elder law issues. Ms. Kabb-Effron earned her B.A. degree, with honors, from the University of Cincinnati; and her J.D. degree, cum laude, from the Cleveland-Marshall College of Law.

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Speaker bio
Jazmine Greer

Jazmine Greer

Greer Law Firm Co LPA
Jazmine Greer

is an attorney and founder of Greer Law Firm Co LPA. She empowers individuals to understand their legal rights and responsibilities by providing legal consulting; document preparation, interpretation and negotiation; and litigation in the areas of real estate law, business law, legacy planning (estate planning), taxation, and personal injury. Ms. Greer earned her bachelor's degree, magna cum laude, from Fisk University and her J.D. degree from Ohio Northern University. She is licensed in both the Northern and Southern districts of the Ohio Federal Court, and is a certified mediator and licensed title agent.

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Speaker bio
R. Jason Howard

R. Jason Howard

Robert J. Howard, Attorney at Law
R. Jason Howard

is a sole practitioner in Dayton, Ohio, with a practice concentration in probate, wills and trusts, real estate, business planning, and related litigation. He has lectured for National Business Institute in these areas for 14 years. Mr. Howard is a member of the Dayton and Ohio State bar associations. Mr. Howard is admitted to practice in Ohio, and before the U.S. District Court for the Southern District of Ohio and the U.S. District Court for the Eastern District of Wisconsin. Mr. Howard earned his B.S. degree from Wright State University and his J.D. degree from the University of Dayton School of Law.

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Speaker bio
Ryan G Welker

Ryan G. Welker

Woodward, Pires & Lombardo, P.A.
Ryan Welker

is an attorney with Woodward, Pires & Lombardo, P.A. He focuses his practice on estate planning, wills and trusts, guardianship, as well as probate and trust administration. Mr. Welker has been practicing law in Ohio since 2011. He earned his undergraduate degree from The Ohio State University before receiving his law degree from Capital University Law School. In 2023, Mr. Welker expanded his qualifications by passing The Florida Bar Exam and was admitted to practice law in Florida. 

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