Estate Planning: New Laws, Old Tools, and the Changes You Need to Make

 

Man organizing estate planning documents

Attorneys Charles Hadad and Frank R. Gustine, have been selected by the National Business Institute (NBI) as instructors for its CLE program, “Estate Planning: New Laws, Old Tools, and the Changes You Need to Make.” This seminar offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. In addition to attorneys, accountants, CPAs, trust and tax professionals, and paralegals would benefit from attending.

The live video webinar will air on Tuesday, February 22, 2022, from 10:00 am to 2:00 pm EST. An on-demand recording will be available for download by Friday, February 25, 2022.

This program may qualify for up to 6.0 hours of CLE credit.

Register, pre-order OnDemand video, and find course information here.

Agenda

Tax Updates, White House Administration’s Priorities, and Tax Goals
10:00 — 10:45, Justin Gilbert

Old Small-to-Medium Sized Estate Tools and How to Update Them
10:45 — 11:30, Justin Gilbert

Reassessing Gifting Strategies
11:45 – 12:15, Charles B. Hadad and Frank R. Gustine

The End of the IRA Stretch: Planning for IRAs in Light of the SECURE Act
12:15 – 1:00, Charles B. Hadad and Frank R. Gustine

Financial and Medical Powers of Attorney
1:30 – 2:15, Charles B. Hadad and Frank R. Gustine

Planning for Nursing Home Care, Medicaid Planning, Aging in Place
2:15 — 3:00, Richard Schulze

Reviewing Estate Planning Documents and Fixing Old Trusts
3:15 — 4:00, Richard Schulze

Legal Ethics in Estate Planning
4:00 — 5:00, Dianna Murphy

Related Content

Estate Planning Documents: An Overview

The Lynch Law Group – Pittsburgh Estate Planning Attorneys

Charles Hadad is Chair of the Estates & Trusts Practice Group. He concentrates his practice in estate administration, probate, estate planning, trust administration, corporate and business planning, and real estate transactions. He can be reached via email at chadad@lynchlaw-group.com or by phone at 724.776.8000.

Frank R. Gustine advises individuals, families, and business owners in matters relating to estate planning and administration, with experience advising in wills, living wills, healthcare, and financial powers of attorney, trusts, strategies to preserve wealth, and gifting and estate taxes. He can be reached via email at fgustine@lynchlaw-group.com or by phone at 724.776.8000.

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