Need Help? Call us at (281) 541-2807 Visit our Facebook Page Follow us on Twitter Subscribe to our RSS Feeds

Estate Planning Practice Update 2021

presented by NBI, Inc.
View the NBI, Inc. Profile and Course Listings


Estate Planning Practice Update 2021

Workshop Description/Agenda

Prepare for the Changes and Gain New Planning Techniques

Estate planning practice is changing. New laws are making old planning techniques obsolete. New types of assets require unique approaches. Remote practice and electronic document signing and notarization are making it possible to help clients without direct contact. New and proposed tax rules demand new and creative solutions. Learn what's changed, what hasn't, and how to prepare for what comes next - register today!

  • Address the lasting implications of the SECURE Act on IRA planning.
  • Hear what's new with POAs and guardianships.
  • Advise clients on the recent and potential tax changes and what that means for their plans.
  • Get practice building guidance to help you thrive through the changes.
  • Keep up with the latest estate administration issues.


All times are shown in Eastern time.

  1. The SECURE Act Reverberations and Follow-Up Guidance
    10:00 - 10:30, Keith Durkin
  2. Tax Update
    10:30 - 11:30, Keith Durkin
  3. The Effects of COVID-19: Tax Deferrals, Government Assistance and Low Interest Rates
    11:45 - 12:15, Keith Durkin
  4. Remote Execution of Estate Planning Documents: E-Signatures and Online Notarization Laws
    12:15 - 12:45, Sarah J. Barnes
  5. Fiduciary Access to Digital Assets Laws and Practical Considerations
    12:45 - 1:15, Sarah J. Barnes
  6. POAs and Guardianships Updates
    1:45 - 2:30, Christie Tournet
  7. Keeping Your Practice Up to Speed
    2:30 - 3:15, Christie Tournet
    1. Client Generation
    2. Working Remotely
    3. Updating Your Billing and Payment Methods
    4. Cinching the Belt: Finding New Efficiencies Without Sacrificing Qualify of Legal Services
  8. Current Probate and Estate Administration Issues
    3:30 - 4:00, Sarah J. Barnes
  9. Legal Ethics
    4:00 - 5:00, Sarah J. Barnes
    1. Cybersecurity Ethics and Confidentiality for Estate Planners
    2. Fees, Client Trust Accounts and IOLTA Issues
    3. Client Communications
    4. Conflicts of Interest

Who Should Attend

This estate planning update is designed for attorneys. Accountants, fiduciaries, wealth planners, trustees, and paralegals will also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Estate Planning Practice Update 2021