Trusts, Estates & Probate

Podcast

What to Consider When Reassessing an Estate Plan

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hour
Crystal West Edwards
With Crystal West Edwards from Porzio, Bromberg & Newman, P.C.
Recorded August 26, 2024
Product ID 99084

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Overview

Adjusting for Changes in Family, Laws, Health, Asset Values, and More

Estate planning is a dynamic process that requires periodic review and adjustment. Staying informed about the latest developments and best practices is crucial. In this engaging podcast-style course, we explore the key considerations attorneys should keep in mind when reassessing an existing estate plan. Whether you're a seasoned attorney or a newcomer to estate law, this course provides practical insights and strategies to better serve your clients. Don't miss out - register today!

  • Examine the reasons and frequency of reassessing an estate plan.
  • Learn about life changes that warrant reassessment of an estate plan.
  • Discover why changes in laws and tax regulations may warrant reassessment of an estate plan.
  • Cover how to proceed when assets significantly change.
  • Explore reasons why beneficiary designation may necessitate reassessment.
  • Discuss guardianship of minors.
  • Consider illness, disability, and long-term care needs.
  • Determine when and how to re-think healthcare and end-of-life decisions.
  • Recognize when adjustments are needed as a result of undesired tax implications.
  • Discuss the need for business succession strategies and the need to revisit them.

Abbreviated Agenda

  1. How Often to Review Estate Plans?
  2. Reflecting Major Life Events
    1. Marriage, Divorce, or Remarriage
    2. Birth or Adoption of Children or Grandchildren
    3. Death of a Spouse or Family Member
  3. Changes in Laws and Tax Regulations
  4. Changes in Assets, Removing Non-Performing Financial Tools
  5. Updating Beneficiary Designations
  6. Guardianship of Minors
  7. Illness, Disability, Long-Term Care Needs
  8. Healthcare and End-of-Life Decisions
  9. Tax Implications of Updating Estate Plans
  10. Business Succession

Related Topics

Product ID 99084

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What to Consider When Reassessing an Estate Plan

    1. How Often to Review Estate Plans?
    2. Reflecting Major Life Events
      1. Marriage, Divorce, or Remarriage
      2. Birth or Adoption of Children or Grandchildren
      3. Death of a Spouse or Family Member
    3. Changes in Laws and Tax Regulations
    4. Changes in Assets, Removing Non-Performing Financial Tools
    5. Updating Beneficiary Designations
    6. Guardianship of Minors
    7. Illness, Disability, Long-Term Care Needs
    8. Healthcare and End-of-Life Decisions
    9. Tax Implications of Updating Estate Plans
    10. Business Succession

Who Should Attend

This program is for attorneys. Paralegals, fiduciaries, office managers, and other legal professionals may also benefit.

Speakers

Crystal West Edwards
Crystal West
Edwards
Porzio, Bromberg & Newman, P.C.
Speaker bio
Crystal West Edwards

Crystal West Edwards

Porzio, Bromberg & Newman, P.C.
Crystal West Edwards

is a principal with Porzio, Bromberg & Newman, P.C. in the Wealth Preservation Group and brings extensive experience in the areas of elder law and special needs planning and counseling. A Certified Elder Law Attorney (CELA) by the ABA accredited National Elder Law Foundation, she focuses her practice on elder law, special needs planning and advocacy, estate planning and estate administration. Ms. Edwards earned her B.A. degree, cum laude, from the University of North Carolina (Charlotte) and her J.D. degree from Pennsylvania State University's Dickinson School of Law. She has authored numerous publications on the topics of elder and disability law, estate planning, special need trusts and government agencies. Ms. Edwards is a member of the Board of Directors of the National Academy of Elder Law Attorneys (NAELA).

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