NH Specific

Trusts, Estates & Probate

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

Credits Available
Credit Status Total
New Hampshire CLE Approved 6 Total
OnDemand
5 hours 50 minutes
Emma Hilton
Rebecca Lamarre
Sarah Ambrogi
Sean La Roque-Doherty
With Emma J. Hilton from Londonderry Law + 3 others
Recorded December 10, 2024
Product ID 99285

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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. Elder Law and Medicaid Planning Updates
  6. Reviewing Estate Planning Documents and Old Trusts
  7. Legal Ethics in Estate Planning

Related Topics

Product ID 99285

Credit Details

Credits Available
Credit Status Total
New Hampshire 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. 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. 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

  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

Emma J Hilton
Emma J.
Hilton
Londonderry Law
Rebecca E Lamarre
Rebecca E.
Lamarre
Devine, Millimet & Branch
Sarah S Ambrogi
Sarah S.
Ambrogi
Devine, Millimet & Branch
Sean P La Roque-Doherty
Sean P.
La Roque-Doherty
La Roque Law P.L.L.C.
Speaker bio
Emma J Hilton

Emma J. Hilton

Londonderry Law
Emma Hilton

is an attorney with Londonderry Law, where she practices in the areas of tax law, estate planning, tax research, tax preparation and business planning. Ms. Hilton earned her LL.M. degree in taxation from New York University; her B.A. degree, cum laude, from the University of Massachusetts/Lowell; and her J.D. degree from Boston College Law School. She is currently admitted in both Massachusetts and New Hampshire.

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Speaker bio
Rebecca E Lamarre

Rebecca E. Lamarre

Devine, Millimet & Branch
Rebecca Lamarre

is an attorney at Devine, Millimet & Branch. She helps client identify and plan for their individual estate needs, draft the documents to meet those needs, including wills, revocable and irrevocable trusts, and other more specialized planning such as special needs trusts, and walk their families through probate and trust administration after the client has passed. Ms. Lamarre also devotes a portion of her practice to Medicaid assistance, including preparing and submitting applications. She attended Roger Williams University in Rhode Island for her undergrad and earned her J.D. degree from Quinnipiac University School of Law in Connecticut. Ms. Lamarre is admitted to practice law in Massachusetts and New Hampshire. She is a member of the Massachusetts Bar Association.

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Speaker bio
Sarah S Ambrogi

Sarah S. Ambrogi

Devine, Millimet & Branch
Sarah Ambrogi

is of counsel at Devine, Millimet & Branch, where she focuses her practice on probate and trust administration; probate and trust wealth transfer litigation; and wills, trusts and estate planning. Ms. Ambrogi has served in a variety of positions with the New Hampshire Charitable Foundation and the New Hampshire Estate Planning Council, and recently completed a term as the president/immediate past president of the New Hampshire Chapter of the National Academy of Elder Law Attorneys. She earned her B.A. degree, cum laude, from Yale University and her J.D. degree from the University of California at Los Angeles School of Law. Ms. Ambrogi is admitted to practice law in New Hampshire, Massachusetts, California and before the U.S. District Court District of New Hampshire.

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Speaker bio
Sean P La Roque-Doherty

Sean P. La Roque-Doherty

La Roque Law P.L.L.C.
Sean La Roque-Doherty

is a solo practitioner at La Roque Law P.L.L.C., where he focuses on tax, probate, licensing, and small business advisory. He offers estate and wealth planning services, creates wills and trusts, and administers estates and probate. Mr. La Roque-Doherty advises individuals and organizations on business formation and operations, and plans business succession and termination. He helps businesses comply with laws, regulations, and industry standards governing information, data privacy, security, and tax. Mr. La Roque-Doherty also creates and reviews data privacy agreements and advanced software licenses, and offers legal research, writing and notary public services. He earned his bachelor's and master's degrees from the University of California, Berkeley and his J.D. degree from the University of California, Berkeley School of Law. Mr. La Roque-Doherty is a member of the District of Columbia Bar and State Bar of California; is an IRS enrolled agent; and is licensed to practice law in New Hampshire, California, New York, and the District of Columbia.

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