The National Business Institute will present the live video webinar "Estate Planning Practice Guide 2021" on Monday, August 9, from 10 a.m. to 5 p.m.
Recent years have upended estate planning practice. The TCJA, the SECURE Act, the pandemic effects and relief, and ongoing efforts to increase taxation of the wealthy and estates have turned many traditional planning tools on their head. The program's faculty will sum up the changes and share their advice for staying relevant and competitive in this challenging practice.
The course content includes:
- Tax Update: Individual, Trusts, Estates, Corporate
- The Changing Use of Trusts and Trust Provisions
- Electronic Wills Update
- Retirement Accounts: the SECURE Act Follow-up
- Fiduciary Access to Digital Assets
- Adult Guardianships/Conservatorships and Directed Decision-Making
- Handy Tips for Running a Trusts and Estates Practice
- Top Legal Ethics Dilemmas for Trusts and Estates Attorneys
- Updating Your Small and Mid-Sized Estate Planning Tools and Approaches: Case Studies
- Advising Family Businesses on Tax and Succession Planning
This legal update is designed for attorneys. Accountants, tax professionals, estate planners, fiduciaries, and paralegals may also benefit.
Cost for the webinar is $389 which includes the course book. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
