Trusts, Estates & Probate

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

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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Timothy Pickart
Joseph Epstein
Evaleen Davis
Evan Farr
Andrew Dagen
With Timothy C. Pickart from Law Offices of Timothy Cahill Pickart + 4 others

Thu, Oct 29, 00:00 AM – 00:00 PM

Product ID 102566

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Overview

Stay on the Cutting Edge of the Practice

This timely 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. What's New in Estate Planning Practice? Changes You Need to Know
  2. Old Small-to-Medium Sized Estate Tools and How to Update Them
  3. Reassessing Gifting Strategies
  4. The Limited IRA Stretch: Planning in Light of the SECURE Act and SECURE 2.0
  5. Financial and Medical Powers of Attorney
  6. Reviewing Estate Planning Documents and Fixing Old Trusts
  7. Planning for Nursing Home Care, Medicaid Planning, Aging in Place
  8. Legal Ethics in Estate Planning

Can't Attend Live?

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 102566

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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. What's New in Estate Planning Practice? Changes You Need to Know

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

    1. Life Insurance
    2. Decanting Irrevocable Trusts
    3. Durable Powers of Attorney Caps of Gifting
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning

  3. Reassessing Gifting Strategies

  4. The Limited IRA Stretch: Planning in Light of the SECURE Act and SECURE 2.0

    1. Beneficiary Designations
    2. Required Minimum Distributions
    3. Tax Effects on Grantors and Beneficiaries

  5. Financial and Medical Powers of Attorney

  6. 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. Avenues for Making the Changes

  7. Planning for Nursing Home Care, Medicaid Planning, Aging in Place

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

Speakers

Timothy C Pickart
Timothy C.
Pickart
Law Offices of Timothy Cahill Pickart
Joseph G Epstein
Joseph G.
Epstein
Joseph G. Epstein PLLC
Evaleen M Davis
Evaleen M.
Davis
Law Office of Evaleen M. Davis
Evan H Farr
Evan H.
Farr
Farr Law Firm, P.C.
Andrew C Dagen
Andrew C.
Dagen
Blank Rome LLP
Speaker bio
Timothy C Pickart

Timothy C. Pickart

Law Offices of Timothy Cahill Pickart
Timothy Pickart

is an attorney with the Law Offices of Timothy Cahill Pickart, specializing in estate planning, trust administration and probate. He is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. Mr. Pickart primarily represents business owners, professionals and other high net worth individuals. His focus is to be pro-active, reduce risk and protect clients before problems arise. Mr. Pickart also is an instructor in the paralegal certificate program at the University of California, Irvine, where he has taught a course on estate planning. He earned his undergraduate degree from Stanford University and his J.D. degree from Pepperdine University School of Law.

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Speaker bio
Joseph G Epstein

Joseph G. Epstein

Joseph G. Epstein PLLC
Joseph Epstein

is a managing member at Joseph G. Epstein PLLC. His practice focuses primarily on estate planning, probate, and business law. Mr. Epstein earned his B.B.A degree from the University of Texas at Austin and his J.D. degree from the University of Houston Law Center. He is a member of the State Bar of Texas (Real Estate, Probate & Trust Law, Business Law and Bankruptcy Law sections), and the Houston Bar Association (Probate, Trusts & Estates Section). Mr. Epstein is licensed to practice in Texas; Supreme Court of Texas; U.S. District and Bankruptcy Courts for the Southern, Northern, Eastern and Western districts of Texas; and U.S. Court of Appeals, Fifth Circuit.

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Speaker bio
Evaleen M Davis

Evaleen M. Davis

Law Office of Evaleen M. Davis
Evaleen Davis

is the principal of the Law Office of Evaleen M. Davis in Plano. She focuses in estate planning, probate and tax planning, including compliance for exempt organizations, as well as asset protection. Ms. Davis is board-certified in estate planning and probate law by the Texas Board of Legal Specialization. She has previously lectured on claims procedures in probate and is a frequent lecturer at the Dallas Police and Fire Pension System Pre-Retirement programs. Ms. Davis earned her B.A. degree from the University of Texas at Arlington and her J.D. degree from Texas Tech University School of Law.

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Speaker bio
Evan H Farr

Evan H. Farr

Farr Law Firm, P.C.
Evan Farr

is a certified elder law attorney and member of the NAELA Council of Advanced Practitioners. He is the principal attorney of the Farr Law Firm, P.C., an elder law firm in Fairfax, Virginia dedicated to helping protect seniors and their families by preserving dignity, quality of life and financial security. A nationally renowned author and CLE speaker, Mr. Farr is well known in the field of elder law as an expert on Medicaid asset protection. He has educated tens of thousands of attorneys across the country through speaking and writing for numerous national legal organizations; including ALI-ABA, the National Academy of Elder Law Attorneys, National Business Institute and the National Constitution Center; as well as his own Elder Law Institute for Training and Education (ELITE). Mr. Farr coaches and trains other elder law attorneys around the country, providing them with specialized software and practice-enhancement systems such as the Living Trust Plus Asset Protection System used by dozens of attorneys across the nation. He is a well-known public media figure, having been quoted or cited as an elder law expert by The Washington Post, Newsweek, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association. Mr. Farr has appeared on television on various PBS stations around the country, as well as on MSNBC, Fox News and CNN. He earned his undergraduate degree from the University of Pennsylvania and his law degree from the College of William & Mary School of Law.

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Speaker bio
Andrew C Dagen

Andrew C. Dagen

Blank Rome LLP
Andrew 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, he 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.

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