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.

Session 4: Methods, Mapping & Mistakes: Modification of Dynasty Trusts 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 5: Professional Investor Principles 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 6: Ethical Considerations for Attorneys Working in an UHNW Team Environment 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.

Significant attention has been given to the recent changes in the United Kingdom's domicile status for 2025 and their impact on inheritance tax. These reforms aim to clarify the previously ambiguous concept of domicile, affecting both individuals who move to the UK and claim non-domiciled status, as well as those born in the UK but who have lived abroad for many years. The new guidelines introduce a clear, objective test to determine who falls within the scope of UK inheritance tax (IHT) and whether they qualify as tax residents.

Session 7: Amending and Decanting Irrevocable Trusts – Navigating Court Intervention Wisely Session 8: Partnership Related-Party Basis Adjustment Transactions Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.