Trusts and estates practice has undergone significant changes in recent years. Major planning priorities and the tools used to accomplish them have now been replaced with new challenges, requiring a new set of skills and planning instruments. This legal course offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!
Get an update on the current tax rates and a follow-up analysis of the SECURE Act and SECURE 2.0.
Adopt useful new approaches for small- to mid-sized estates.
Learn what adjustments need to be made for high-net-worth clients and their estates.
Get the tools to address the new Medicaid planning imperative.
Weigh all your options when modifying existing trusts and plans, and build in flexibility for the future.
Federal Tax Update 2023: Current Rates, Exemptions, Brackets, Sunsetting TCJA Provisions, etc.
The Growing Importance of Long-Term Care and Medicaid Planning
Old Small to Medium-Sized Estate Tools and How to Update Them
Large Estate Techniques That No Longer Work and What to Replace Them With
The SECURE Act and SECURE 2.0: IRAs and Other Planning Implications
Changing Estate Planning Tools for Family-Owned Businesses and Entrepreneurs
Reviewing Estate Planning Documents and Fixing Old Trusts
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, the District of Columbia Bar, the Maryland State Bar Association, the National Association of Elder Law Attorneys (NAELA) and the Women's Bar Association of Maryland.
Gary B. Freedman is a partner with the Philadelphia law office of Freedman & Grinshpun, P.C. He practices in the areas of elder law, probate, estate planning, corporate law, and real estate law. Mr. Freedman is an advisor to many nonprofit agencies on charitable giving through estate planning. He is the former solicitor for the Register of Wills Office in Montgomery County and has lectured for banks and insurance companies on trust and estate planning topics. Mr. Freedman is a member of the Philadelphia (Estate Planning Section), Montgomery County (Estate Planning Section) and Pennsylvania (Estate Planning Section) bar associations. He earned his B.A. degree from Temple University; his J.D. degree from Temple University Beasley School of Law; his LL.M. degree from Temple University Beasley School of Law; and his M.A. degree from Boston University.
Carolyn M. Ohlsen is an attorney with Lowenhaupt & Chasnoff, LLC, and advises individuals and families on all phases of estate, trust and partnership planning including tax, administration, and legacy development. She has lectured and chaired professional level courses and other programs on sophisticated estate planning topics, structuring for retirement assets, and transfer taxes. Ms. Ohlsen has been interviewed and cited as an authority in such areas in national publications. She represents taxpayers in private letter rulings and transfer tax audits. Ms. Ohlsen received the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners and Councils in 2007 and a certificate in fiduciary governance from the Leadership Center for Investment Stewards in 2012. She also leads practice management for the firm. Ms. Ohlsen earned her M.B.A., B.S. and J.D. degrees, cum laude, from Saint Louis University.
Linda Pacer is the principal of Pacer Law LLC, where she provides advocacy, advice and answers for aging individuals and their families, as well as estate planning. Her practice focuses on wills, trusts, powers of attorney, advance directives for health care, assisted living/nursing home issues, guardianships and conservatorships, and Medicaid planning. Ms. Pacer also represents elderly victims of financial abuse in securities arbitration and mediation proceedings before FINRA, and has successfully done so for over 25 years. She is a member of the State Bar of Georgia, National Academy of Elder Law Attorneys, WealthCounsel, and the Atlanta Bar Association. Ms. Pacer is the immediate past chair and current board member of the Atlanta Bar Association's Elder Law Section, and also a board member of the Estate Planning and Probate Section. She earned her B.A. degree, summa cum laude, in history and French from Daemen College in Amherst, New York; and her M.A. and Ph.D. degrees in history from the State University of New York at Buffalo. Ms. Pacer earned her J.D. degree from the University of Pennsylvania Law School, where she took several courses in conjunction with the Wharton School. She is admitted to practice before all Georgia state courts, United States District Court for the Northern District of Georgia, and the Eleventh Circuit Court of Appeals, and is accredited to represent clients before the Veterans Administration. Ms. Pacer is also a member of the New York State Bar Association.
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