OH Specific

Trusts, Estates & Probate

4.52

Ohio Estate Planning 2025: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
OnDemand
5 hours 52 minutes
Rachael Houck
Philip King
Gregory Williams
Michael McNamee
Jazmine Greer
With Rachael A. Houck from Houck Menninger Law, LLC + 4 others
Recorded February 12, 2025
Product ID 99691

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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 99691

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio 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

Rachael A Houck
Rachael A.
Houck
Houck Menninger Law, LLC
Philip King
Philip
King
Estate Planning, Trust and Probate Law Firm, LLC
Gregory L Williams
Gregory L.
Williams
Kohrman Jackson & Krantz LLP
Michael McNamee
Michael
McNamee
McNamee and Company LLC
Jazmine Greer
Jazmine
Greer
Greer Law Firm Co LPA
Speaker bio
Rachael A Houck

Rachael A. Houck

Houck Menninger Law, LLC
Rachael Houck

is an owner and attorney with the law firm of Houck Menninger Law, LLC. She has been a licensed and practicing attorney in the state of Ohio since 2004. Ms. Houck spent 14 years in litigation before finding her true calling as an elder law attorney and counselor. Since dedicating her practice full-time to elder law, she has earned the title and distinction of being a certified elder law attorney (CELA) by the National Elder Law Foundation. Ms. Houck is a member of the National Academy of Elder Law Attorneys, Ohio State Bar Association and Columbus Bar Association. She earned her B.A. degree, summa cum laude, from the University of Dayton and her J.D. degree from The Ohio State University Michael E. Moritz College of Law.

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Speaker bio
Philip King

Philip King

Estate Planning, Trust and Probate Law Firm, LLC
Philip King

, Esq. is currently the only African American Ohio State Bar Association Certified Specialist in Estate Planning, Trust, and Probate Law. With over 24 years of legal experience, Attorney King is the founding member of Estate Planning, Trust, and Probate Law Firm, LLC, based in Columbus, Ohio. After 13 years in the public sector, Attorney King recognized the need to make the law more accessible and understandable for individuals facing real-world challenges. This inspired him to establish his firm, where he focuses on providing superior service in probate, estate planning, and guardianship matters. His goal is to simplify complex legal processes and deliver affordable solutions tailored to his clients' needs. Attorney King has successfully managed hundreds of probate cases and estate plans for residents throughout Ohio. His mission is to share his expertise in avoiding probate, empowering individuals to improve their lives and inspiring them to pass this knowledge on to others.

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Speaker bio
Gregory L Williams

Gregory L. Williams

Kohrman Jackson & Krantz LLP
Gregory Williams

is a partner at Kohrman Jackson & Krantz LLP. He is an esteemed attorney within KJK's Estate, Wealth & Succession Planning group and has extensive experience and comprehensive skillsets across various legal practice areas. With a focus in estate planning, probate, trust and estate administration, guardianship, and elder law, Mr. Williams excels in tailoring personalized strategies that cater to his clients' unique requirements. He earned his B.A. degree from The University of Akron and his J.D. degree from The Moritz College of Law at The Ohio State University. Mr. Williams is a member of the Ohio African American Chamber of Commerce and is admitted to practice law in Ohio, as well as before the U.S. District Court, Northern District of Ohio.

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Speaker bio
Michael McNamee

Michael McNamee

McNamee and Company LLC
Michael McNamee

is an attorney and owner of McNamee and Company, LLC. He focuses his practice on estate planning, probate, and tax law. Mr. McNamee earned his bachelor's degree from the University of Dayton and his J.D. degree from Cleveland Marshall College of Law. Prior to starting his own law firm, he worked for a local CPA Firm and a National Company. Mr. McNamee is licensed to practice law in the U.S. Tax Court, U.S. District Court Northern Ohio and in the state of Ohio.

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Speaker bio
Jazmine Greer

Jazmine Greer

Greer Law Firm Co LPA
Jazmine Greer

is an attorney and founder of Greer Law Firm Co LPA. She empowers individuals to understand their legal rights and responsibilities by providing legal consulting; document preparation, interpretation and negotiation; and litigation in the areas of real estate law, business law, legacy planning (estate planning) and personal injury. Ms. Greer earned her bachelor's degree, magna cum laude, from Fisk University and her J.D. degree from Ohio Northern University. She is licensed in both the Northern and Southern districts of the Ohio Federal Court, and is a certified mediator and licensed title agent. 

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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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