This timely 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.
Tax Updates, New White House Administration's Priorities and Tax Goals
Old Small-to-Medium Sized Estate Tools and How to Update Them
Reassessing Gifting Strategies
The End of the IRA Stretch: Planning for IRAs in Light of the SECURE Act
Financial and Medical Powers of Attorney
Planning for Nursing Home Care, Medicaid Planning, Aging in Place
Reviewing Estate Planning Documents and Fixing Old Trusts
SUSANNE B. COHEN is of counsel with Hahn & Hahn LLP, where she is a member of the firm's trusts & estates and litigation practice groups. Ms. Cohen is experienced in advising and representing clients in trusts and estates and elder financial abuse litigation. She advises and assists clients with trusts, estates, and conservatorship administration matters. Ms. Cohen also advises and assists clients with estate and special needs planning and represents fiduciary clients in court supervised cases. She is a contributing author for CEB and Matthew Bender practice guides on conservatorships, trust litigation, and Medi-Cal planning. She is a member of the State Bar of California, the State Bar of Arizona, the Bar Association of San Francisco, the East Bay Trusts & Estates Lawyers, and the Academy of Special Needs Planners. Ms. Cohen earned her B.A. degree from Vasser College and her J.D. degree from Loyola Law School of Los Angeles.
JUSTIN M. GILBERT is an attorney with Music City Estate Law.
He has successfully represented hundreds of clients in all matters relating to living trusts, estate planning, probate, business formation and planning, and real estate and elder law. Mr. Gilbert is a member of the State Bar of California; the Tennessee Bar Association; the Nashville Bar Association; the Williamson County Bar Association; the ARAG, Attorney Advisory Committee; and a member of WealthCounsel, LLC, a cooperative alliance of nationally recognized estate-planning attorneys dedicated to bringing their clients the finest estate planning advice and documentation possible. He received his B.S. degree from George Mason University and his J.D. degree from Santa Clara University School of Law.
CHARLES B. HADAD is a partner in The Lynch Law Group, LLC. He is chair of the firm's estates and trusts practice group and a member of the firm's corporate and business succession group. Mr. Hadad concentrates his practice in the areas of estate planning, estate administration, probate, trust administration, real estate transactions, and corporate and business planning. He advises clients in all facets of estate planning and estate administration. Mr. Hadad is an experienced litigator for Orphans' Court and has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. He is a member of the Pennsylvania and Allegheny County (Probate & Trust Section Council) bar associations and the Pittsburgh Estate Planning Council. Mr. Hadad earned his B.A. degree from the University of Pittsburgh and his J.D. degree, with honors, from the Thomas M. Cooley Law School.
BEN SCHWEFEL is an attorney with Murtaugh Treglia Stern & Deily LLP, where he works with individuals, families, trustees, executors, personal representatives, and small business owners with his primary areas of practice including estate planning, asset protection, business formation, trust administration, probate, and trust litigation. Mr. Schwefel is admitted to practice in California. He earned his B.A. degree from the University of California at San Diego and his J.D. degree from the University of San Diego School of Law. Mr. Schwefel is a member of the Orange County Bar Association (Young Lawyers Division and Trust & Estates Section).
MALLORY J. SIKORA is an attorney with The Lynch Law Group, LLC, where she is a member of the Estates and Trusts Practice Group. She assists families, couples, and individuals in planning for the future by developing comprehensive estate plans tailored to meet their personal goals. Ms. Sikora works closely with her clients in drafting customized estate planning documents such as wills, powers of attorney, living wills and trusts. Prior to joining The Lynch Law Group, she worked at The Pittsburgh Foundation, a nonprofit community foundation in downtown Pittsburgh, where her experience in reviewing various estate documents sparked an early interest in focusing her practice on Estate Planning and Administration. Ms. Sikora is a member of the Pittsburgh Estate Planning Council and the Allegheny County and Pennsylvania Bar Associations. She received her B.A. degree in Communications and Writing from the University of Pittsburgh at Johnstown and earned her J.D. degree, cum laude, from Charleston School of Law.
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