Estate Planning Practice Update 2022

presented by NBI, Inc.
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Course Description

Prepare for the Changes and Gain New Planning Techniques

Estate planning practice is changing. New laws are making old planning techniques obsolete. New types of assets require unique approaches. Remote practice and electronic document signing and notarization are making it possible to help clients without direct contact. New and proposed tax rules demand new and creative solutions. Learn what's changed, what hasn't, and how to prepare for what comes next - register today!

  • Address the lasting implications of the SECURE Act on IRA planning.
  • Hear what's new with POAs and guardianships.
  • Advise clients on the recent and potential tax changes and what that means for their plans.
  • Get practice building guidance to help you thrive through the changes.
  • Keep up with the latest estate administration issues.


All times are shown in Eastern time

  1. The SECURE Act Reverberations and Follow-Up Guidance
    10:00 - 10:45, Eric Ladley
  2. Tax Update
    10:45 - 11:45, Gregory M. Katzman
  3. The Effects of COVID-19: Tax Deferrals, Government Assistance and Low Interest Rates
    12:00 - 12:45, Gregory M. Katzman
  4. Remote Execution of Estate Planning Documents: E-Signatures and Online Notarization Laws
    12:45 - 1:15, Kimberley A. Murphy
  5. Fiduciary Access to Digital Assets Laws and Practical Considerations
    1:45 - 2:15, Eric Ladley
  6. POAs and Guardianships Updates
    2:15 - 2:45, Daniel Del Collo III
  7. Keeping Your Practice Up to Speed
    3:00 - 3:30, Ben Schwefel
    1. Client Generation
    2. Working Remotely
    3. Updating Your Billing and Payment Methods
    4. Cinching the Belt: Finding New Efficiencies Without Sacrificing Qualify of Legal Services
  8. Current Probate and Estate Administration Issues
    3:30 - 4:00, Ben Schwefel
  9. Legal Ethics
    4:00 - 5:00, Daniel Del Collo III
    1. Cybersecurity Ethics and Confidentiality for Estate Planners
    2. Fees, Client Trust Accounts and IOLTA Issues
    3. Client Communications
    4. Conflicts of Interest

Who Should Attend

This estate planning update is designed for attorneys. Accountants, fiduciaries, wealth planners, trustees, and paralegals will also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Estate Planning Practice Update 2022

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Live Virtual Training Dates