Description

Skip the basics and focus on the advanced aspects of your practice and the latest updates affecting estate planning today. In this full-day updates course, our seasoned faculty will share their more sophisticated planning tools, in addition to provide practical tips for getting more out of standard estate planning instruments. Find new approaches to controlling tax burdens and draft for flexibility in an unpredictable environment. Take full advantage of planning opportunities and customize plans to fit your clients unique situations and needs. Be ready for anything that clients – or changes in the law – bring to the table. Register today!

• Discuss how sunsetting estate gift tax provisions are affecting planning decisions.
• Discover cutting-edge trust tools and learn how to increase flexibility in your instruments.
• Weigh the pros and cons of electronic wills and hear the latest case law regarding their treatment in estate administration.
• Safeguard seniors with declining competence from undue influence and other threats.
• Learn how to include digital assets and cryptocurrency into your estate planning documents.