Estate Planning Tools and the New Laws: What Still Works (and What Doesn't)
National Business Institute
Course description
Estate Planning Tools and the New Laws: What Still Works (and What Doesn't)
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.
Training content
- Federal Tax Update 2021-2022: Current Rates, Exemptions, Brackets, etc.
- Legal Ethics in Estate Planning
- 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
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About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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