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.
Prepare for the far-reaching effects of the pandemic on your clients and practice.
Adopt useful new approaches for small to midsized 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 2020-2021: Current Rates, Exemptions, Brackets, etc.
The SECURE Act: IRAs and Other Planning Implications
The Effects of the Pandemic and Recession on Clients' Estate Plans
The Lasting Effects of TCJA
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
Renewed Emphasis on Planning for Nursing Home Care and Medicaid Planning
Using the I.R.C. 199A (QBI) Deduction
Reviewing Estate Planning Documents and Fixing Old Trusts
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
JUSTIN M. GILBERT 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.
PAUL W. JONES is a partner is in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his master's degree from Weber State University.
ROGER J. McCLURE is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia legislature (House of Delegates) and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a master's degree in political science from Northwestern University; and his J.D. degree, with honors, from the Ohio State University Law School.
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the board of trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
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