The Modern Estate Planner: New Laws, Challenges, and Promising Solutions
Trusts and estates practice is changing, and the great wealth transfer is just ramping up. Now is a great time to review your current planning tools and find new approaches to the growing caseloads coming your way. This CLE course offers a practical discussion of the critical aspects of estate planning practice: from the realistic implications of OBBBA to notable case law trends from around the country. Stay current - register today!
- Analyze real-life impacts of OBBBA individual and business tax provisions.
- Draft better estate planning documents with the top five must-have trust provisions today.
- Adapt your planning to the changing needs of the aging population.
- Learn to integrate AI into your practice to improve - not disrupt - daily workflows.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
The Modern Estate Planner: New Laws, Challenges, and Promising Solutions
Trusts and estates practice is changing, and the great wealth transfer is just ramping up. Now is a great time to review your current planning tools and find new approaches to the growing caseloads coming your way. This CLE course offers a practical discussion of the critical aspects of estate planning practice: from the realistic implications of OBBBA to notable case law trends from around the country. Stay current - register today!
- Analyze real-life impacts of OBBBA individual and business tax provisions.
- Draft better estate planning documents with the top five must-have trust provisions today.
- Adapt your planning to the changing needs of the aging population.
- Learn to integrate AI into your practice to improve - not disrupt - daily workflows.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
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Description
Trusts and estates practice is changing, and the great wealth transfer is just ramping up. Now is a great time to review your current planning tools and find new approaches to the growing caseloads coming your way. This CLE course offers a practical discussion of the critical aspects of estate planning practice: from the realistic implications of OBBBA to notable case law trends from around the country. Stay current - register today!
- Analyze real-life impacts of OBBBA individual and business tax provisions.
- Draft better estate planning documents with the top five must-have trust provisions today.
- Adapt your planning to the changing needs of the aging population.
- Learn to integrate AI into your practice to improve - not disrupt - daily workflows.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
