Learn the latest on Mastering Trust, Estate & Special Needs Planning in 2025 with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.
Mastering Trust, Estate & Special Needs Planning in 2025 CLE
90-Minute On-demand Seminar and Complimentary Podcast
Listen as many times as you wish and ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.
Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.
Benefits: An aging population, tax changes, and an increase in estate planning needs have led to a heightened demand of attorneys proficient in the latest trends and cutting-edge practices in trust & estate planning, special needs planning, asset protection, administration, and asset transfers to avoid probate. At the same time, over 42 million Americans have special needs, ranging from hearing, vision, cognitive, walking, self-care or independent living difficulties. Reporting generation skipping transactions and properly allocating a taxpayer's exemption present many challenges. The faculty for this program features several national authorities on the subject, who will cover tax considerations, trust planning, benefits, special needs planning, little-known tools that can generate significant benefits clients, protecting assets, and preserving generation skipping benefits. Registration includes course and reference materials that serve as a helpful guide to the best practices and techniques discussed in this program.
Agenda: Mastering Trust, Estate & Special Needs Planning in 2025 CLE: a. Effectively Utilzing Generation-Skipping Transfer Taxes
b. Key Considerations for Skip Persons
c. Allocation of GSTT Exemptions & Automatic Allocations
d. Using Little-Known Tools to Generate Significant Benefits for Clients
e. Uncovering Government Benefits and Programs
f. Successful Special Needs Financial Plans
g. Accessing Means-Tested Government Programs
h. Designing Tax-efficient Structures
i. Identifying the Right Structure to Best Advantage Your Client
j. Cutting-Edge Issues involving Income & Transfer Taxation
k. Advantaging Clients with the Implications of Recent Tax Changes
l. Planning for Special Needs & Disabled Clients
m. Drafting Best Practices
Recorded Question & Answer Session Biography of Seminar Faculty: 1.
Diedre Braverman is a Managing Partner at Braverman Law Group, LLC, where she counsels families seeking comprehensive estate planning solutions. A graduate of Stanford Law School, Ms. Braverman caters to both high net worth families and those with special needs loved ones. Complementing her focus in wealth preservation is Ms. Braverman's deep-seated understanding of special needs planning-a journey sparked by her personal commitment to securing a bright future for her brother with severe autism. This intimate knowledge ensures that families with special needs loved ones receive compassionate, tailored strategies designed to safeguard their well-being and ensure access to vital resources and benefits. Ms. Braverman's has published and spoken widely including on “The Family Asset Protection Survival Guide” and “Special Needs Trusts: Planning, Drafting, and Administration.”
2.
Leslie Levin is a Partner at Hinman, Howard & Kattell, LLP, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin prepares simple and complex wills, health care forms, powers of attorney, family limited partnership agreements, limited liability company agreements and a wide variety of trust agreements, including revocable or "living" trusts, charitable trusts, pet trusts and special needs trusts. She also assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses, and offers her estate-planning expertise in the area of non-U.S. persons. Ms. Levin is a graduate of the University of Pennsylvania Law School. Ms. Levin has been selected for inclusion in SuperLawyers® by her peers.
3.
I. Richard Ploss is counsel to Porzio, Bromberg & Newman and is a member of the firm's Trusts and Estates Department. Mr. Ploss concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation. He has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. Mr. Ploss is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®) and a Professional Registered Trust and Estate Practitioner (TEP). He frequently publishes articles and speaks on trust and estate matters. Mr. Ploss currently serves as an Adjunct Professor, teaching Trusts & Estates at the law school level. He has taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University, University of Maine, and Georgetown University.
CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals. Alabama State Bar MCLE Commission for 1.5 MCLE credits
Alaska Bar Association for 1.5 CLE Credits *
Arizona State Bar for 1.5 CLE credits**
Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits
California State Bar for 1.5 MCLE credits
Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits
Connecticut for 1.5 Ethics CLE Credits
Delaware Commission on Continuing Legal Education *******
District of Columbia (CLE credits are not required)***
Florida Bar for 2.0 CLE credits
Georgia Bar for 1.5 CLE credits
Hawaii State Board of CLE for 1.5 CLE credits
Idaho State Bar for 1.5 CLE credits
Indiana Commission for Continuing Legal Education for 1.5 CLE Credits
Iowa Commission on Continuing Legal Education for 1.5 CLE Credits
Kansas Continuing Legal Education Commission for 1.5 CLE Credits
Kentucky Bar Association for 1.5 CLE Credits
Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits
Maryland (CLE credits are not required)***
Massachusetts (CLE credits are not required)**
Michigan (CLE credits are not required)***
Minnesota State Board of Continuing Legal Education for 1.5 CLE credits
Mississippi Commission on Continuing Legal Education for 1.5 CLE credits
Missouri Bar for 1.8 MCLE Credits
Montana Commission of CLE for 1.5 CLE Credits
Nevada Board of Continuing Legal Education for 1.5 CLE credits
New Hampshire for 1.5 CLE credits ****
New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)
New Mexico Minimum Continuing Legal Education Board for 1.5 CLE credits
New York State Bar for 1.5 CLE credits
North Carolina State Bar Continuing Legal Education for 1.5 CLE credits
North Dakota for 1.5 CLE Credits
Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits
Oklahoma Bar Association for 1.5 CLE Credits
Oregon Bar for 1.5 MCLE Credits
Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits
Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)
Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits
South Dakota (CLE credits are not required)***
Tennessee Commission on CLE for 1.5 CLE Credits
Texas State Bar for 1.5 CLE credits
Utah State Board of Continuing Legal Education for 1.5 MCLE credits
Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits
Virginia State Bar for 1.5 MCLE credits
Washington for 1.5 CLE credits
West Virginia for 1.8 CLE credits
Wisconsin Board of Bar Examiners for 1.5 CLE credits
Wyoming State Bar for 1.5 CLE credits
Additional States - call customer service at (888) 626-3462
* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.
** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.
**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.
******* Please include your DE Bar Number so a Form 4 may be forwarded to you after the course.
For additional questions, please call 888-626-3462.
REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS CONVENIENT 24/7 ON-DEMAND SEMINAR & PODCAST. You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.