Description
Kicking off its 29th year, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation. The final list of topics are still in development, but are expected to include:
- 30 opinions from state and federal courts around the country addressing issues including elective shares, conservation easements, trusts and revocation by divorce, and much more
- PLRs 202332004, 202332011, 202332013, and 202339008
- CCA Memo 2023-006 on NING trusts
- Notice 2023-54 on required minimum distributions
- IRS Priority Guidance Plan
In addition to superb teaching, a favorite feature of past registrants is the comprehensive outline that all registrants get ahead of the program. It provides summaries written by the faculty on every topic discussed during the program, in the order in which it is addressed!