November Mini Seminar

Schedule:
4:00 - 4:15 | Meet, Greet, Find a Seat (including cocktails and hors d'oeuvres)
4:15 - 4:30 | Introduction of Guests and Announcements
4:30 - 5:30 | Speaker Presentation, Q&A
5:30 - 6:30 | Networking

Session Details

Title: Relevant Updates from Tax Legislation and Planning in a Changing Environment

In an era of rapid legislative, technological, and societal change, estate planners must remain agile and forward-thinking. This one-hour seminar will explore recent tax law developments that directly impact daily planning practices with clients. We’ll also examine strategies for navigating uncertainty through flexible drafting techniques, post-mortem planning, and administrative elections. As both client needs and legal frameworks continue to evolve, this seminar offers a timely and practical discussion on how to stay grounded, responsive, and effective in a shifting environment.

Learning Objectives:
By the end of this seminar, participants will be able to:

• Evaluate the impact of recent federal and state tax law changes on estate planning strategies, including implications for lifetime gifting, trust structures, and post-mortem elections.
• Implement flexible estate planning techniques—such as disclaimer planning, alternative valuation elections, and QTIP elections—to accommodate legal and personal changes during estate administration.
• Integrate adaptive planning approaches that align with evolving client goals, regulatory shifts, and technological advancements, ensuring compliance and long-term effectiveness in estate plans.

Meet the Speaker: Daniel is dedicated to providing sound advice and exceptional service. He specializes in the legal and tax issues associated with trust and estate planning and administration, philanthropy, and comprehensive wealth management, integrated through the lens of sales and relationship management. He started as a financial and trust advisor and in 1990 joined Cannon Trust School, the industry leader since 1961. Sd a highly respected speaker and consultant, he enables financial services firms nationwide to elevate their strategies and practices, and empowers individuals to build the skills, knowledge, and confidence to better serve their client families.