Secure Your Clients for Generations
Whether you’re a seasoned or new estate planner, local and national experts have you covered. Nancy Welber and Chris Hoyt help you navigate retirement assets in light of the SECURE 2.0 Act and more. Barron Henley shares time-saving tech tips unique to estate planners. Doug Mielock covers the top 10 controversial estate planning issues. And Terrence Quinn shares postpandemic secrets to running a successful firm.
Plus, get critical caselaw, legislative, and Medicaid updates; guidance on trustee and personal representative duties with professional business entities; and the latest on Omnibus EPIC changes.
You will be able to:
- Tackle retirement asset complexities, such as SECURE 2. 0 Act legislation, blended families, and special needs trusts
- Save time using subscription drafting systems or document automation
- Use PDFs to reduce paper and perform critical functions like redacting
- Better understand controversial issues like Lady Bird deeds and no-contest clauses
- Create a postpandemic business plan for your firm
- Draft airtight advance medical directives (AMDs) and special needs trusts
- Stay current on the Omnibus EPIC changes and Durable Powers of Attorneys Act