Webinar Schedule
Ahead of the Curve: Embracing 2024’s Legal Reforms in
Estate and Trust Management
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April 11, 2024
The McGee Case: SNT Trustee’s Best Friend or Worst Nightmare?
The landmark McGee decision sets the standard for SNT trustees in the proper administration of special needs trusts. This session equips trustees with an authoritative grasp of the post-McGee legal terrain, emphasizing the decision’s detailed directives on proper SNT disbursements for special needs. Failure to comply with this standard will be a breach of the SNT trustee’s fiduciary duty. This session will provide flowcharts and checklists to ensure all SNT trustees meet this new law and the legal standards set forth by the Appellate Court.
April 25, 2024
Strategic Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs
The elimination of Medi-Cal’s asset test has fundamentally changed special needs planning. Trusts that would have been unsuitable before the change in the asset test will now be the standard going forward. These trusts, called OBRA 93 Trusts by California law can now be used in certain circumstances to preserve Medi-Cal eligibility. Learn when an OBRA 93 Trust can be used in lieu of an SNT and how to properly establish and manage an OBRA 93 that preserves Medi-Cal and bypasses government repayment after death.
May 30, 2024
Never Too Early to Plan Ahead: How People Can Pay Less Death Taxes
The federal estate tax exemption is at a historic high but soon will be cut in half. In 2024, the federal estate tax rate is an enormous 40% if you have over $13.61 million in total assets as an individual. However, in 2025, the exemption will drop back to $5 million, adjusted for inflation. These numbers may sound like a lot but remember that ALL property is included in the calculation, and the thresholds are always subject to change in the political winds. This means not just cash and investments but also real estate, business interests, and other assets. We will provide a comprehensive overview of the tax, explaining how it works, who it impacts, and its implications for estate planning. We will also look at five top strategies to avoid death taxes.
June 13, 2024
Unpacking the New California Uniform Fiduciary Income and Principal Act
Starting January 1, 2024, the Uniform Fiduciary Income and Principal Act (UFIPA) revolutionizes trust administration, embedding modern portfolio theory into the fabric of fiduciary duties and asset management. The prior law, the Uniform Principal and Income Act (UPAIA) is no more. This webinar seeks to inform trustees as to how the new Act might affect the treatment of income and principal, as well as how this treatment may lead to subtle shifts in the way that fiduciary duties are approached. The rules regarding unitrusts have been vastly overhauled and the webinar focuses on these key changes.
June 27, 2024
Keeping Your Sanity: Effective Client Vetting for Conservatorships, Trusts, and Special Needs Trusts
Join our expert-led webinar to master the art of interviewing potential clients for conservatorships, trusts, and SNTs, featuring insights from our speaker, and learning how to build strong relationships and achieve better outcomes. Learn how to ask the right questions and gather essential information crucial for fiduciaries and attorneys alike. Whether you are a seasoned professional, this webinar equips you with the tools to establish strong client relationships, leading to more successful outcomes. Elevate your practice by mastering the art of client vetting.
July 11, 2024
Juggling the Tools for Persons with Disabilities: Using Supported Decision-Making, Limited Conservatorships and SNTs
This session delves into the unique planning landscape for individuals with special needs, focusing on three pivotal tools: Supported Decision-Making, Limited Conservatorships, and Special Needs Trusts (SNTs). Attendees will gain a comprehensive understanding of each tool’s legal foundations, their role in promoting autonomy, ensuring protection, securing financial well-being, and practical integration strategies. Through real-world scenarios and expert insights, this session promises to equip families, professionals, and caregivers with the knowledge and resources needed to navigate the complexities of special needs planning, ensuring those they support can lead empowered and secure lives.
July 25, 2024
Compliance or Consequences: The Stark Realities of the Corporate Transparency Act
In a landscape where regulatory requirements are constantly evolving, the Corporate Transparency Act has set new benchmarks for transparency and accountability in the estate planning and business world. This legislation mandates that LLCs, corporations, and limited partnerships report Initial and subsequent Changes of Beneficial Ownership to the Financial Crimes Enforcement Network (FinCEN). Failure to comply with these requirements can result in steep penalties, accruing at a rate of $500 per day. This presentation will provide practical guidance on compliance.
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Strategic Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs
April 25, 2024
1 MCLE
Compliance or Consequences: The Stark Realities of the Corporate Transparency Act
July 25, 2024
1 MCLE