AZ Specific

Trusts, Estates & Probate

4.58

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

Credits Available
Credit Status Total
Arizona CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Anya Witmer
Chelsea Hesla
Sandra Portney
William Morgan
With Anya M. Witmer from Dyer Bregman Ferris Wong & Carter, PLLC + 3 others
Recorded November 25, 2024
Product ID 99171

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

Related Topics

Product ID 99171

Credit Details

Credits Available
Credit Status Total
Arizona CLE Approved 6 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. What's New in Planning for Large Estates and Complex Assets

  3. 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

  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. 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

  6. 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

Anya M Witmer
Anya M.
Witmer
Dyer Bregman Ferris Wong & Carter, PLLC
Chelsea A Hesla
Chelsea A.
Hesla
Spencer Fane LLP
Sandra E Portney
Sandra E.
Portney
Warner Angle Hallam Jackson & Formanek PLC
William A Morgan
William A.
Morgan
Murtha Cullina
Speaker bio
Anya M Witmer

Anya M. Witmer

Dyer Bregman Ferris Wong & Carter, PLLC
Anya Witmer

is an attorney at Dyer Bregman Ferris Wong & Carter, PLLC, where she practices probate administration and litigation, guardianship and conservatorship, estate planning, and trust formation and administration matters. She earned her Bachelor of Arts in English literature from Arizona State University and was a NALA certified paralegal prior to law school. Ms. Witmer then received her Juris Doctor degree from California Western Law School in San Diego, California, where she graduated, cum laude, and received an Academic Excellence Award for her research and writing on cryptocurrency in estate planning and probate. She is a member of WealthCounsel, the State Bar of Arizona (Probate and Trust Section), Maricopa County Bar Association, and the American Bar Association (Real Property, Trust and Estate Law Section). Ms. Witmer is admitted to practice law in Arizona and California.

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Speaker bio
Chelsea A Hesla

Chelsea A. Hesla

Spencer Fane LLP
Chelsea Hesla

is a partner with Spencer Fane LLP, where she dedicates her practice exclusively to trust and probate litigation, estate administration, elder law, and real estate. With over ten years of residential and commercial real estate experience, she is particularly well-suited to handle trust and estate matters that include a real estate component. Ms. Hesla earned her B.A. degree from Arizona State University and her J.D. degree from the Sandra Day O'Connor College of Law at Arizona State University.

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Speaker bio
Sandra E Portney

Sandra E. Portney

Warner Angle Hallam Jackson & Formanek PLC
Sandra Portney

is an attorney at Warner Angle Hallam Jackson & Formanek PLC. Her primary focus is advising clients in the areas of business formation, structural and tax planning, asset and equity purchases and sales, real estate transactions, including sales and purchases of commercial properties and vacant land; and retail, industrial and ground leases; contract drafting and review; preparation of operating agreements and shareholder agreements; obtaining tax exempt status for charitable organizations and other business entities; disputes between principals; and commercial disputes. Ms. Portney also has significant experience representing individuals and business owners in developing their estate and succession plans, including business exit strategies, revocable and irrevocable trusts, irrevocable life insurance trusts, family limited partnerships and limited liability companies, and other tax planning and asset protection strategies. She earned her B.S. degree in finance from Arizona State University and her J.D. degree from Arizona State University College of Law. Ms. Portney is licensed to practice law in Arizona and California.

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Speaker bio
William A Morgan

William A. Morgan

Murtha Cullina
William Morgan

is counsel for Murtha Cullina. He specializes on estate and gift tax planning and compliance, wealth transfer and business succession planning, charitable giving strategies, and tax controversy services before the Internal Revenue Service and state taxing authorities. Mr. Morgan has extensive experience with sophiscticated tax and estate issues surrounding high-net-worth clients. He earned his B.S. degree from George Washinton University, his J.D. degree from Golden Gate University School of Law and his LL.M. degree from Golden Gate University School of Law. Mr. Morgan is licensed to practice in Arizona, Commontwealth of Massachusetts and U.S. Tax Court. He is a member of American Academy of Estate Planning Attorneys, American Bar Association and Maricopa County Bar Association.

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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.
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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.
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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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