NBI: Estate Planning Practice Update 2023
June 13, 2023 /
Webinar /
10:00 AM - 5:00 PM ET
Prepare for the Changes and Gain New Planning Techniques
Estate planning practice is changing. New laws are making old planning techniques obsolete. New types of assets require unique approaches. Remote practice and electronic document signing and notarization are making it possible to help clients without direct contact. New and proposed tax rules demand new and creative solutions.
In this National Business Institute CLE webinar, Whitney Patience O’Reilly along with other attorney faculty will review what has changed, what hasn’t, and how to prepare for what comes next. They will cover:
- Address the lasting implications of the SECURE Act on IRA planning.
- Hear what’s new with POAs and guardianships.
- Advise clients on the recent and potential tax changes and what that means for their plans.
- Get practice-building guidance to help you thrive through the changes.
- Keep up with the latest estate administration issues.
Who Should Attend
This estate planning update is designed for attorneys. Accountants, fiduciaries, wealth planners, trustees, and paralegals will also benefit.
Course Content
- The SECURE Act Reverberations and Follow-Up Guidance
- Tax Update
- The Long-Lasting Effects of COVID-19: Tax, Government Assistance, Interest Rates
- Remote Execution of Estate Planning Documents: E-Signatures and Online Notarization Laws
- Fiduciary Access to Digital Assets Laws and Practical Considerations
- POAs and Guardianships Updates
- Keeping Your Practice Up to Speed
- Current Probate and Estate Administration Issues
- Legal Ethics