MD Specific

Trusts, Estates & Probate

Maryland Estate Planning 2024: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
New York CLE Approved 7 Total
OnDemand
5 hours 54 minutes
Jake Polivka
Lindsay Moss
Elizabeth Forgotson Goldberg
Jay Oppenheim
Tara Rao Bild
With Jake H. Polivka from HWK Law Group + 4 others
Recorded November 20, 2024
Product ID 99170

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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. State and Federal Tax Updates
  3. Reviewing Estate Planning Documents and Old Trusts
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  5. Elder Law and Medicaid Planning Updates
  6. What's New in Planning for Large Estates and Complex Assets
  7. Legal Ethics in Estate Planning

Related Topics

Product ID 99170

Credit Details

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
New York CLE Approved 7 Total
Select Jurisdiction
CLE

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. 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

  3. 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

  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts

  5. 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

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

  7. 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 intermediate level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Jake H Polivka
Jake H.
Polivka
HWK Law Group
Lindsay Moss
Lindsay
Moss
Moss Law, LLC
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
Jay Y Oppenheim
Jay Y.
Oppenheim
Blades & Rosenfeld, P.A.
Tara Rao Bild
Tara
Rao Bild
Hill Ward Henderson
Speaker bio
Jake H Polivka

Jake H. Polivka

HWK Law Group
Jake Polivka

is an attorney with HWK Law Group specializing in estate planning and trust law. His zealous passion for learning has afforded him the ability to bring a wealth of knowledge and expertise to every client interaction. Mr. Polivka earned his bachelor's degree in economics at the University of Maryland, College Park and his J.D. degree from the University of Maryland Carey School of Law (with a year in between to pursue some adventure as a ski instructor in the Rocky Mountains). In law school, he developed a strong foundation in the legal field, particularly in the concepts surrounding wills and trusts, which he enjoyed the most. Mr. Polivka is admitted to practice in the Supreme Court of Maryland; District of Columbia Court of Appeals; and the U.S. District Court, District of Maryland. Additionally, he is a notary public for the state of Maryland.

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Speaker bio
Lindsay Moss

Lindsay Moss

Moss Law, LLC
Lindsay Moss

is the principal of Moss Law, LLC. She is a VA Accredited Attorney, as well as a Certified Dementia Practitioner (NCCDP). Ms. Moss is certified in Alzheimer's and Dementia Care (HFAM/MAADS). She represents individuals and families in the areas of elder law, Medicaid, veteran's benefits, estate planning, special needs planning, asset protection, crisis and pre-crisis planning; and issues associated with adult medical daycare, assisted living and nursing home placement. Ms. Moss earned her B.S. degree, magna cum laude, from Towson University and her J.D. degree from the University of Baltimore School of Law.

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Speaker bio
Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

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Speaker bio
Jay Y Oppenheim

Jay Y. Oppenheim

Blades & Rosenfeld, P.A.
Jay Oppenheim

is an attorney with Blades & Rosenfeld, P.A. where his practice focuses on estate planning, estate and trust administration, probate, and tax. Mr. Oppenheim graduated from St. John's University School of Law in 2013. During law school, he earned the Dean's Award for Excellence for obtaining the highest grade in his Estate and Gift Tax class. He was also selected for a Trusts and Estates Fellowship by the New York State Bar Association's Trusts and Estates Section. Additionally, Mr. Oppenheim won a Best Brief in the 2013 Nassau Academy of Law Moot Court Competition and was an Oral Finalist in the 2012 Nassau Academy of Law Moot Court Competition. Prior to joining Blades & Rosenfeld, P.A., Mr. Oppenheim was an attorney for a boutique firm in New York City, principally focused on tax and trust and estate matters for individuals and families. He also worked as an advanced sales attorney for an insurance brokerage providing tax, legal, regulatory and life insurance product support for its high-net-worth client practice, including in the field of premium financed life insurance. Mr. Oppenheim was admitted the New York State Bar in 2014 and the Maryland State Bar in 2016. He is currently a member of the American Bar Association and the Maryland State Bar Association. Mr. Oppenheim was born in New York, New York.

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Speaker bio
Tara Rao Bild

Tara Rao Bild

Hill Ward Henderson
Tara Rao Bild

is senior counsel at Hill Ward Henderson, where she focuses her practice on estate planning and probate and trust administration. She earned her bachelor's degree from the University of South Florida, her J.D. degree from the University of Florida Levin College of Law and her LL.M. in Taxation from Boston University School of Law. Ms. Rao Bild is admitted to practice law in Florida, Maryland, Virginia, New York, and The District of Columbia. She is also admitted to practice law before the United States Tax Court.

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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.
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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.
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