Trusts, Estates & Probate

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High-Net-Worth Estate Planning: Re-Imagined

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
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
Montana CLE Pending 6 Total
North Carolina 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
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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
Amanda Marinkovski
Badri Yono
Jennifer Ruane Lynn
Michael Zapson
With Amanda S. Marinkovski from Foster Swift Collins & Smith PC + 3 others

Wed, Nov 18, 00:00 AM – 00:00 PM

Product ID 102662

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Course Includes
$429

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OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Promising New Tactics to Attract and Keep More High-Net-Worth Clients

High-net-worth clients are the hardest to win and the easiest to lose: they come with other trusted advisors, sophisticated expectations, and little patience for a plan, or an attorney, that feels behind the curve. This course gives you the current, promising tactics that attract and keep more high-net-worth clients: the planning moves that show you are ahead of the curve, the document reviews that turn a one-time engagement into an ongoing relationship, and the plain-English explanations that prove your value to clients and their other advisors. You'll leave knowing which strategies to retire, which to adopt, and how to become the advisor high-net-worth families trust and refer. Register today!

  • Fold the latest federal transfer-tax changes into concrete planning moves.
  • Retire large-estate techniques that have aged out - and know what to use instead.
  • Reorient around the new center of gravity: basis, income tax, and state exposure.
  • Read recent case law, starting with Connelly, for what it changes in your drafting.
  • Build valuations and discounts that hold up under IRS scrutiny.
  • Audit existing documents and repair old trusts before they fail.
  • Plan confidently for modern assets and modern creditor risks.
  • Navigate the ethics pressure points unique to high-net-worth representation.

Abbreviated Agenda

  1. Federal Transfer-Tax Updates Reshaping High-End Plans
  2. Tired Large-Estate Techniques and What to Use Instead
  3. The New Center of Gravity: Basis, Income Tax, and State-Level Exposure
  4. Notable Case Law Shaping the Practice
  5. Valuation, Discounts, and Defensible Planning
  6. Reviewing Estate Planning Documents and Fixing Old Trusts
  7. Modern Assets and Modern Risks
  8. Ethics for the High-Net-Worth Practice

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 102662

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
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
Montana CLE Pending 6 Total
North Carolina 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
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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. Federal Transfer-Tax Updates Reshaping High-End Plans

    1. The Permanent $15M / $30M Exemption Under OBBBA: What Changed (and What Didn't)
    2. GST Exemption Alignment and the Limits of Portability
    3. Annual Exclusion, Inflation Indexing, and Confirmation of No Clawback
    4. QSBS and Other OBBBA Provisions That Touch the High-End Plan
    5. Reframing the Client Conversation: From Deadline Panic to Deliberate Planning

  2. Tired Large-Estate Techniques and What to Use Instead

    1. Rule Changes and Complex Planning Approaches You Need to Know
    2. Business Succession Planning Changes
    3. Current Asset Protection Risks
    4. Multigenerational Planning
    5. Charitable Giving, Private Foundations, and Donor-Advised Funds

  3. The New Center of Gravity: Basis, Income Tax, and State-Level Exposure

    1. Why Basis Step-Up Now Outranks Estate Tax Avoidance for Many Clients
    2. Unwinding or Repurposing Overfunded Credit-Shelter Trusts
    3. State Estate and Inheritance Taxes: The 18-Jurisdiction Problem
    4. Building Flexibility In: Disclaimers, Powers of Appointment, and Toggles

  4. Notable Case Law Shaping the Practice

    1. Connelly v. United States: Life Insurance, Redemptions, and Valuation
    2. Valuation and Defined-Value Clause Trends
    3. Practical Drafting and Structuring Takeaways

  5. Valuation, Discounts, and Defensible Planning

    1. Lack-of-Marketability and Minority-Interest Discounts Under Current Scrutiny
    2. FLPs and LLCs: What Still Works and What Draws Attention
    3. Buy-Sell Agreements After Connelly: Entity Redemption vs. Cross-Purchase
    4. Working With Appraisers and Documenting Defensible Value

  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 and Funding Mistakes
    4. Trust Modification and Decanting
    5. Non-Judicial Settlement Agreements (NJSAs) and Other Avenues for Making Changes

  7. Modern Assets and Modern Risks

    1. Digital Assets, Cryptocurrency, and Fiduciary Access
    2. Asset Protection Refresh: Current Creditor and Fraudulent-Transfer Risks
    3. Practical Inventory and Access Planning for Complex Estates

  8. Ethics for the High-Net-Worth Practice

    1. Who Is the Client? Joint Representation, Spouses, and Multigenerational Families
    2. Capacity, Undue Influence, and Engaging the Aging Client
    3. Confidentiality, Conflicts, and the Family “Quarterback” Problem
    4. Fees, Engagement Letters, and Scope in Complex Planning
    5. Competence and the Duty to Stay Current, Including Responsible Use of AI Tools

Who Should Attend

This legal update is designed for attorneys. Accountants, tax professionals, estate planners, fiduciaries, and paralegals may also benefit.

Speakers

Amanda S Marinkovski
Amanda S.
Marinkovski
Foster Swift Collins & Smith PC
Badri Yono Jr.
Badri
Yono, Jr.
Foster Swift Collins & Smith PC
Jennifer Ruane Lynn
Jennifer Ruane
Lynn
Harrison LLP
Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Speaker bio
Amanda S Marinkovski

Amanda S. Marinkovski

Foster Swift Collins & Smith PC
Amanda Marinkovski

is a senior attorney at Foster Swift Collins & Smith PC. She focuses on estate planning and the related areas of probate and trust administration and fiduciary and probate litigation. Ms. Marinkovski also has a niche in commercial real estate transactions and disputes. She has expanded her practice beyond litigation to include the planning side. Ms. Marinkovski now devotes half her time working with families and individuals helping them achieve peace of mind by creating comprehensive estate plans that reflect their values and protect their loved ones. She earned her Bachelor of Arts degree from Michigan State University and Juris Doctor degree from Michigan State University's College of Law. Ms. Marinkovski is admitted to practice law in Michigan and before the U.S. District Court for the Eastern District of Michigan, U.S. District Court for the Western Districts of Michigan, Sixth Circuit Court of Appeals, U.S. Bankruptcy for the Eastern District of Michigan, and U.S. Bankruptcy for the Western District of Michigan.

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Speaker bio
Badri Yono Jr.

Badri Yono, Jr.

Foster Swift Collins & Smith PC
Badri Yono

is an attorney with the Business & Tax practice at Foster Swift Collins & Smith PC's Southfield office. He focuses on legal matters associated with entity formation, business succession planning, contracts, start-ups and trusts & estates. Mr. Yono earned a B.A. degree in Political Science and Government from Oakland University prior to earning his Juris Doctorate degree, magna cum laude, from the University of Detroit Mercy School of Law. He is admitted to practice law in Michigan.

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Speaker bio
Jennifer Ruane Lynn

Jennifer Ruane Lynn

Harrison LLP
Jennifer Ruane Lynn

is a partner in the St. Louis office of Harrison LLP. She advises clients on estate planning, estate administration, transfer tax, and related issues. Ms. Lynn has over 25 years in the industry and a keen understanding of estate planning concepts. She brings a wealth of experience to her client relationships, consulting individuals and families on their personal estate planning, transfer tax issues, and asset protection strategies. Ms. Lynn started her legal career in the tax department of a large accounting firm. Before joining Harrison LLP, she managed her own successful boutique estate planning firm. Ms. Lynn earned her B.S. degree from Pennsylvania State University and her J.D. degree from Washington University School of Law. She is admitted to practice in Missouri and Illinois, and is a member of The Missouri Bar Association, Illinois State Bar Association, St. Louis Estate Planning Council, Bar Association of Metropolitan St. Louis and United States Tax Court.

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Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in trusts and estates, and trust and estate litigation. Mr. Zapson also maintains a real estate zoning and land use practice. He represents executors, trustees, real property owners, national companies, REITs lenders and brokers. Mr. Zapson is a member of the Bar Association of the City of New York, Nassau County Bar Association and Long Beach Lawyers Association. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.

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