Breakfast and Registration
Coffee, Breakfast and Registration

Welcome and Introductions

Tax Concepts in Estate Planning: Overview of Federal Taxes
Under current rules, few clients have taxable estates - but exemption amounts are subject to change. The presentation covers foundation federal tax concepts, including: 

• Federal estate taxation (including providing a clear, step-by-step example of estate tax calculations based on a hypothetical scenario).
• Federal gift taxation (understanding the interplay between estate and gift taxes, understanding basis, and discussing reporting and documentation requirements).
• Federal generation-skipping transfer taxes (an overview of GST taxes).
• Discussion and explanation of the gross estate, taxable estate, and powers of appointment.

Break

Estate Planning with Retirement Assets
For many clients, their retirement savings represent a major portion of their wealth. Given this fact, it is especially unfortunate that estate planning with retirement assets can be so fraught with complications. In a post-SECURE Act world, planning with retirement assets has changed; understanding the impacts of SECURE is critical to being able to appropriately advise clients. In addition to unpacking some of the changes and unique planning opportunities presented by the SECURE Act, this presentation is intended to provide foundational background information regarding different types of retirement assets, explaining and demystifying the various important terms and acronyms associated with retirement assets (RMDs, RBDs, EDBs, ghost lives, etc.).
 

Lunch Break
 

From Efficiency to Excellence: Harnessing the Power of Artificial Intelligence for Lawyers

This presentation focuses on building your law firm with the use of artificial intelligence. We will explore new and exciting AI technologies that can be utilized to enhance and improve your practice. We will also discuss the current potential dilemmas with the use of artificial intelligence. 

- A Brief History
- How to Optimize Your Firm with AI
- Using AI for Content Creation
- Potential Dilemmas
 

AI Practical Applications Lab
Demonstrating what was learned in the 60-minute “From Efficiency to Excellence: Harnessing the Power of Artificial Intelligence for Lawyers,” attendees of this Practical Applications Lab will walk through exercises demonstrating how to use AI in their practice. Using prompts, the presenter will walk through examples that might include creating a marketing plan, drafting a client letter, diagraming a client’s estate plan, creating a presentation for marketing or educational purposes, and more. There will be time for questions during this interactive session - a great compliment to our AI presentation!

Break

Panel Discussion
Details coming soon!

Adjourn