Ahead of the Curve: 2024 Legal Reforms in Estate and Trust Management

About this bundle

This comprehensive bundle provides guidance on critical legal updates and strategies for estate planners, fiduciaries, and special needs professionals.

It covers the landmark McGee case's impact on Special Needs Trusts (SNT) administration, key distinctions between OBRA 93 Trusts and SNTs, and proactive estate tax strategies amidst changing federal tax laws. Additionally, we address the overhaul of trust management under California's new Uniform Fiduciary Income and Principal Act (UFIPA), techniques for effective client vetting in conservatorships and trusts, and legal tools for supporting individuals with disabilities. Finally, it offers insights into complying with the Corporate Transparency Act to avoid severe penalties.

What You Will Learn

SNT Distributions under McGee

Standard of Care Post-McGee

OBRA 93 Trusts

Medi-Cal Income Tests

Federal Death Taxes From 2011-2024

Tax Planning Strategies

Uniform Fiduciary Income and Principal Act (UFIPA)

UFIPA's Impact on Administration

Client Vetting Strategies

Supported-Decision Making

Limited Conservatorships

Laws and Regulations of the Corporate Transparency Act

Who is this bundle for:

Special Needs Planning Attorneys
Estate Planning Attorneys
Professional Fiduciaries

Testimonial

"I subscribed to the Moving to Mastery CE program - and it is one of the most outstanding CE programs I have seen in my 25 years in practice! Great work!"

John F.

Estate Planning Attorney

Taught by nationally-renowned instructors:

Douglas Housman

Attorney

Douglas W. Housman is a partner at the Law Offices of Cain, Cain & Housman practicing in the areas of Conservatorships, Trust Administrations, Estate Planning, Elder Abuse, Decedent’s Estates, and Litigation. He focuses on representing California Private Professional Fiduciaries in all types of probate matters. Douglas is a member of the Contra Costa Bar Association where he was the past president and current board member for the Elder Law Section. He is also a board member for the Tri-Valley Estate Planning Counsel. He is a lifelong resident of Benicia where he resides with his wife and 7-year-old son Drake. In his spare time, Douglas enjoys playing with his son, reading, and exercising, specifically playing basketball and running ultramarathons.

Rachel Rosenfeld

Attorney

Rachel Rosenfeld specializes in estate planning, trust administration, probates, and inheritance disputes. Before entering probate law, Rachel managed joint tenant and trust disputes at a prominent financial institution, overseeing a team responding to third-party actions. With a background in general civil litigation and family law, Rachel is deeply engaged in the Silicon Valley and Contra Costa County legal and estate planning community, prioritizing her family and involvement in various organizations.

Deirdre Wheatley-Liss

Attorney

Deirdre R. Wheatley-Liss specializes in business and individual representation. She provides strategic counsel on start-up strategies, growth, tax efficiency, and cybersecurity, aiding organizations in policy assessment and breach minimization. Deirdre also focuses on estate planning, elder law counseling, and special needs planning to protect wealth from taxes and unforeseen challenges. She assists non-profits with tax complexities and compliance to help achieve their missions. With an LL.M. in Taxation and certification as an Elder Law Attorney, Deirdre actively engages in professional associations and supports non-profits in New York and New Jersey through board service and educational efforts.

Kevin Urbatsch

Attorney & Co-Founder

Kevin Urbatsch, the owner of The Urbatsch Law Firm, P.C. and co-founder of Moving to Mastery, brings over 25 years of legal experience, specializing in the planning needs of individuals with disabilities. He is the National Director of the Academy of Special Needs Planners (ASNP), overseeing a network of over 400 special needs planning professionals nationwide. Kevin is a recognized expert in special needs planning and administration, serving as the initial Attorney-Editor for CEB's award-winning treatise on Special Needs Trusts and authoring several editions of books on the subject. As a State Bar of California Certified Specialist in Estate Planning, Trust, and Probate law, and a fellow of the American College of Trust and Estate Counsel (ACTEC), Kevin Urbatsch has testified as an expert witness on proper planning for individuals with disabilities in Alameda County and Great Britain.

James Cunningham

Attorney

James L. Cunningham, Jr is a second-generation California attorney and founder of CunninghamLegal, one of California’s leading estate and tax-planning firms. CunninghamLegal “Guides savvy, caring families in the protection and transfer of multi-generational wealth” with 12 offices throughout Northern & Southern California. He’s also the bestselling author of “Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.” Certified by the State Bar of California’s Board of Specialization as a Specialist in Estate Planning, Trust, and Probate Law, Jim holds a Bachelor of Arts in History from the University of California at Santa Cruz and a Juris Doctor from Whittier College of Law. His many professional memberships include the Capitol City Trial Lawyers Association, National Academy of Elder Law Attorneys (NAELA), Vistage International, WealthCounsel, and the California Advocates for Nursing Care Reform (CANHR).

Nolan Arcos

Attorney

Nolan Arcos is an Associate Attorney at Lagerlof, LLP in Pasadena, California. Nolan graduated summa cum laude from Gustavus Adolphus College with a Bachelor's in English. He then earned his Juris Doctorate from William & Mary, the country’s oldest law school. Working at William & Mary’s Elder & Disability Law Clinic, Nolan developed firsthand experience aiding low-income communities in estate planning and conservatorship matters. Nolan continued his public service by taking part in his law school’s Wills for Seniors program, where he worked with attorneys to provide free estate planning to individuals in need. After returning to California and passing the Bar, Nolan joined Lagerlof, LLP in November 2021, where he practices estate planning, trust administration, conservatorships, and other related matters. Nolan understands the importance of bringing compassion to every interaction. He strives to counsel his clients in a way that makes them feel welcome, heard, and understood.