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Prepare for the Rules Changes and Planning Trends in Trusts and Estates Practice

The current administration has brought with it many new priorities and a new perspective on individual and business taxation. All the recent changes signal a shift in estate planning and administration practice. This focused legal guide will review recent and potential changes and offer solutions to the trusts and estates dilemmas you're likely to soon face. Get a glimpse into the future and prepare to effectively represent your clients come what may - register today!

  • Assess the likely outcomes of the ongoing tax reform efforts and their effect on estate planning.
  • Prepare for the changes in Medicaid planning for long-term care.
  • Maximize asset protection and guard against creditors.
  • Adjust your trust planning and drafting approaches to best match the new regulatory clime.

All times are shown in Eastern time

  1. Tax Reform: Likely Outcomes and How to Prepare
    10:00 - 11:00, T. James Lee
    1. Federal Income and Capital Gains Tax Changes and Their Effect on Estate Planning
    2. The Repeal of the Estate Tax
    3. Key Implications for Small, Medium, and Large Estates
  2. Gifting Under the New Rules
    11:15 - 11:45, Sarah J. Barnes
  3. Asset Protection and Legacy Building - New Priorities in Estate Planning Practice
    11:45 - 12:45, Andrew G. Oh-Willeke
  4. Small Business Regulatory Changes and Estate Planning (Section 2704 and Other Regulations)
    1:15 - 1:45, T. James Lee
  5. Legal Ethics of Estate Planning
    1:45 - 2:45, Sarah J. Barnes
    1. Who is Your Client?
    2. Guarding Confidentiality
    3. Client Capacity Issues
    4. Attorney Fees and Agreements
  6. The Future of Medicaid Under the Health Care Reform
    3:00 - 4:00, Sarah J. Barnes
  7. Drafting Trusts in the Times of Regulatory Uncertainty
    4:00 - 5:00, Andrew G. Oh-Willeke

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