Dynasty trusts are a cornerstone of modern estate planning, offering multigenerational asset protection, tax benefits, and strategic flexibility. But what happens when these “irrevocable” instruments no longer meet a family’s needs, respond poorly to new tax regimes, or fall out of sync with fiduciary best practices? Existing irrevocable trusts often lack the needed flexibility to achieve certain goals. Estate planners need to be able to advise clients on the benefits of using decantings, Nonjudicial Settlement Agreements (NJSAs) and other techniques to modify trusts and adjust to changing circumstances, the mechanics of using such techniques, fiduciary concerns and tax concerns.

Session 1: Basics of Income Taxation of Trusts and Estates “This course hit so many topics I wanted to learn more about. Well worth attending.” – Past attendee Whether you’re recent to the practice area or an established attorney looking for a refresher, join us at Estate Planning in Depth 2025 for in-depth answers to the most essential questions in estate planning and administration. In this convenient one-day webcast, our national faculty will draw upon their experience to give you a deeper understanding of today’s key issues in estate planning and administration, as well as share their ideas on some of the more complex challenges estate planners currently encounter.

Session 3: Grantor Trusts: Rules of the Road, Benefits and Economic Analysis “This course hit so many topics I wanted to learn more about. Well worth attending.” – Past attendee Whether you’re recent to the practice area or an established attorney looking for a refresher, join us at Estate Planning in Depth 2025 for in-depth answers to the most essential questions in estate planning and administration. In this convenient one-day webcast, our national faculty will draw upon their experience to give you a deeper understanding of today’s key issues in estate planning and administration, as well as share their ideas on some of the more complex challenges estate planners currently encounter.

Session 4: Nothing Lasts Forever: Ways to Modify Existing Irrevocable Trusts Session 5: Staying in Bounds: Avoiding Penalties on Estate and Gift Tax Returns “This course hit so many topics I wanted to learn more about. Well worth attending.” – Past attendee Whether you’re recent to the practice area or an established attorney looking for a refresher, join us at Estate Planning in Depth 2025 for in-depth answers to the most essential questions in estate planning and administration. In this convenient one-day webcast, our national faculty will draw upon their experience to give you a deeper understanding of today’s key issues in estate planning and administration, as well as share their ideas on some of the more complex challenges estate planners currently encounter.

Session 6: Choice and Conflicts of Law – Planning for Optimal Results “This course hit so many topics I wanted to learn more about. Well worth attending.” – Past attendee Whether you’re recent to the practice area or an established attorney looking for a refresher, join us at Estate Planning in Depth 2025 for in-depth answers to the most essential questions in estate planning and administration. In this convenient one-day webcast, our national faculty will draw upon their experience to give you a deeper understanding of today’s key issues in estate planning and administration, as well as share their ideas on some of the more complex challenges estate planners currently encounter.

The prevalence and complexity of addiction and mental health conditions present unique and often difficult challenges for estate planners. Effective planning in these cases requires a thoughtful, individualized approach that is holistic and adaptable. While early collaboration with treatment and healthcare professionals is ideal, it's not always feasible. Planners must be equipped to meet clients and beneficiaries wherever they are in the cycle of illness, recovery, or relapse. Register today for this one-of-a-kind program to explore foundational issues and develop practical tools to design and implement responsive, ethical, and purpose-driven estate plans for individuals affected by addiction and mental health disorders.

Grantor trusts are not always right for every client situation. Creating a non-grantor trust can offer certain tax benefits that should not be overlooked. The primary benefit is that the grantor isn’t liable for income tax on the trust income. But before advising a client to use a non-grantor trust you must assess the appropriateness of a non-grantor trusts, weighing litigation risks, regulatory compliance issues, and more against its benefits. Register for this timely webcast exploring non-grantor trusts!

If you advise business owners on succession planning, this is a session you can’t afford to miss - register today! Life insurance remains a popular tool for funding business buy-sell agreements — but recent court decisions, including Connelly and Huffman, have made the planning environment more complex and risk-laden. Could your clients be exposed? Register for this program to learn about deal vulnerabilities, tax risks, and curative measures.

Session 1: Family Offices in 2025: How Family Offices are Navigating an Increasingly Complex and Taxing World Advising high and ultra-high-net-worth clients requires more than just expertise—it demands advanced strategies tailored to safeguard their wealth, both in life and in death. Planning Techniques for Large Estates is the ultimate source of CLE for attorneys working with large estates, family offices, and ultra-wealthy clients, whether in private practice or in-house roles. Don’t miss the most valuable opportunity in 2025 to get the tools you need to advise your clients on the latest wealth planning and tax strategies. This year’s conference offers cutting-edge insights on possible policy changes under the new presidential administration and Congress—ensuring you’re prepared to navigate their impact on your clients and their estates.

Session 2: Grantor Trust Issues Session 3: Letter of Wishes Advising high and ultra-high-net-worth clients requires more than just expertise—it demands advanced strategies tailored to safeguard their wealth, both in life and in death. Planning Techniques for Large Estates is the ultimate source of CLE for attorneys working with large estates, family offices, and ultra-wealthy clients, whether in private practice or in-house roles. Don’t miss the most valuable opportunity in 2025 to get the tools you need to advise your clients on the latest wealth planning and tax strategies. This year’s conference offers cutting-edge insights on possible policy changes under the new presidential administration and Congress—ensuring you’re prepared to navigate their impact on your clients and their estates.