Trusts, Estates & Probate

4.41

Advanced Estate Planning: 2024 Forecast and Predictions of Changing Laws, Regs, and Tactics

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Idaho CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Rhode Island CLE Upon Request 6 Total
Washington CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Julie Eisenhower
Mitchell Lansky
Kenneth Votre
Thomas DelPup
Neal Jannol
Spiro Verras
With Julie D. Eisenhower from Patel & Eisenhower, PLLC + 5 others
Recorded October 31, 2023
Product ID 97410

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$389

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Overview

Craft More Effective Plans for Your Clients

Skip the basics and focus on the advanced aspects of your practice and the latest updates affecting estate planning today. In this full-day updates course, our seasoned faculty will share their more sophisticated planning tools, in addition to provide practical tips for getting more out of standard estate planning instruments. Find new approaches to controlling tax burdens and draft for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients' unique situations and needs. Be ready for anything that clients - or changes in the law - bring to the table. Register today!

  • Discuss how sunsetting estate/gift tax provisions are affecting planning decisions.
  • Discover cutting-edge trust tools and learn how to increase flexibility in your instruments.
  • Weigh the pros and cons of electronic wills and hear the latest case law regarding their treatment in estate administration.
  • Safeguard seniors with declining competence from undue influence and other threats.
  • Learn how to include digital assets and cryptocurrency into your estate planning documents.

Abbreviated Agenda

  1. Digital Assets and Cryptocurrency In Estate Planning
  2. Top Trust Structures Today
  3. Supplemental Needs Trusts: Specific Provisions and Qualified Expenses
  4. Trust Management and Fiduciary Trust Accountings
  5. Tax Updates and the Threat of the Sunsetting TCJA Provisions
  6. Electronic Wills
  7. Use of Business Entities to Guard and Transfer Wealth: Proposed Transparency Regulations
  8. IRA Planning Update
  9. Updates on Private Foundations and Donor-Advised Funds
  10. Capacity, Undue Influence, Disputes
  11. Legal Ethics
Product ID 97410

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Idaho CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Rhode Island CLE Upon Request 6 Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Digital Assets and Cryptocurrency In Estate Planning

  2. Top Trust Structures Today

  3. Supplemental Needs Trusts: Specific Provisions and Qualified Expenses

  4. Trust Management and Fiduciary Trust Accountings

  5. Tax Updates and the Threat of the Sunsetting TCJA Provisions

  6. Electronic Wills

  7. Use of Business Entities to Guard and Transfer Wealth: Proposed Transparency Regulations

  8. IRA Planning Update

  9. Updates on Private Foundations and Donor-Advised Funds

  10. Capacity, Undue Influence, Disputes

  11. Legal Ethics

    1. Who is Your Client? Hidden Conflicts
    2. Joint Representation Issues
    3. Client Communications: Handling Misconceptions
    4. Preserving Confidentiality and Privilege

Who Should Attend

This advanced level legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, and experienced paralegals will also benefit.

Speakers

Julie D Eisenhower
Julie D.
Eisenhower
Patel & Eisenhower, PLLC
Mitchell I Lansky
Mitchell I.
Lansky
The Lansky Law Firm
Kenneth A Votre
Kenneth A.
Votre
Votre & Associates, P.C.
Thomas J DelPup
Thomas J.
DelPup
Thomas J. DelPup, JD, CFP
Neal B Jannol
Neal B.
Jannol
Law Office of Neal B. Jannol
Spiro J Verras
Spiro J.
Verras
Verras Law, P.A.
Speaker bio
Julie D Eisenhower

Julie D. Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is a partner with TriAmicus Law, PLLC, in Knoxville, TN. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, civil litigation and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. Ms. Eisenhower earned an A.A. degree in history from Pellissippi State Technical Community College, summa cum laude, and a B.A. degree in history, summa cum laude, from the University of Tennessee. She earned her J.D. degree from the University of Tennessee College of Law. Ms. Eisenhower is currently a candidate for an LLM in Elder Law and Estate Planning through the Western New England University School of Law.

Speaker bio
Mitchell I Lansky

Mitchell I. Lansky

The Lansky Law Firm
Mitchell Lansky

is a member of the Lansky Law Firm in Memphis. He has practiced for more than 30 years, mainly in the areas of estate planning, elder law and corporate/transactional law. Mr. Lansky earned his B.S.B.A. degree from the University of Florida, his J.D. degree from Cumberland School of Law - Samford University and his LL.M. degree in taxation from Washington University. He is also a member of Lawyers With Purpose, a collection of attorneys throughout the U.S. focusing in elder law. Mr. Lansky speaks often to diverse groups concerning estate planning, and especially elder law.

Speaker bio
Kenneth A Votre

Kenneth A. Votre

Votre & Associates, P.C.
Kenneth Votre

is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.

Speaker bio
Thomas J DelPup

Thomas J. DelPup

Thomas J. DelPup, JD, CFP
Thomas DelPup

is an attorney and certified financial planner in Rochester, Michigan. His areas of practice include estate planning, wills and trusts, special needs trusts, and guardian/conservatorships. Mr. DelPup prepares and implements comprehensive estate plans for the protection and transfer of assets during lifetime and after death. He is admitted to practice in Michigan. Mr. DelPulp earned his B.S. degree from the University of Detroit and his J.D. degree from the University of Detroit School of Law.

Speaker bio
Neal B Jannol

Neal B. Jannol

Law Office of Neal B. Jannol
Neal Jannol

is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years, and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles; and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

Speaker bio
Spiro J Verras

Spiro J. Verras

Verras Law, P.A.
Spiro Verras

is the founding attorney and president of Verras Law, P.A., which maintains locations in Palm Harbor, St. Petersburg and Tampa. His current practice focuses on estate planning, probate and trusts, elder law, guardianships, corporate and commercial transactions. Mr. Verras is active in bar organizations, including the Clearwater Bar Association and the Hillsborough County Bar Association. He is also a member of the Real Property Probate and Trust Law, Elder Law, and Entertainment, Arts & Sports Law sections of The Florida Bar; the Trusts, Estate, Probate & Immovable Property Law Section of the Louisiana State Bar Association; and the Real Estate, Probate & Trust Law and LGBT Law sections of the State Bar of Texas. In addition to his state bar memberships, he has been admitted to practice in local and federal district courts, U.S. Fifth Circuit Court of Appeals, U.S. Eleventh Circuit Court of Appeals, and U.S. Supreme Court. Mr. Verras is also a member of the Academy of Florida Elder Law Attorneys and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Yale University and his J.D. degree from Tulane Law School.

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What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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