Registration, Continental Breakfast, Networking, Opening Remarks
(Doors open at 8:30)

The One Big Beautiful Bill (Live Presentation Via Zoom)

The One Big Beautiful Bill Act included significant tax reform meant revitalize the U.S. economy, enhance tax policies, and reinforce social programs. Fortunately for practitioners trying to stay current, much of the legislation merely extends current law, avoiding the Tax Cuts and Jobs Act scheduled sunset. Nevertheless, there are significant changes to understand. Specifically, the course will cover the following:

• The permanent extension of higher estate-tax exemptions, setting it at $15 million per person in
• 2026 and indexing it to inflation
• No changes to the IRC § 1014 step-up in basis
• Extension of the 2017 tax cuts and their impact on individuals and businesses
• Measures designed to stimulate job creation/support small businesses
• New § 1202 QSBS exemptions of $15,000,000 per person
• Permanent extension of the 199A deduction with phaseout
• SALT cap increased from $10k to $40k with a phaseout for income over $500,000
• No tax on tips/overtime
• Opportunity zones incentives made permanent

1.5 hours General CLE Credit Pending

Law Practice in the AI Era

Harnessing Technology for Client-Centered Efficiency examines how legal professionals can leverage modern tools, such as Scribe, Gmail Templates, Calendly, Microsoft Word AutoText, ChatGPT, WealthCounsel, and Relaw.ai, to streamline workflows while maintaining a high standard of client care. It emphasizes balancing efficiency with human-centered service, addressing the limitations and risks of AI, including hallucinations and data integrity issues, and recognizing the growing cultural trend toward intentional tech minimalism. The presentation aims to equip attorneys with strategies to adopt technology thoughtfully, allowing more time and focus for high-value, client-facing work.

1-hour General CLE Credit Pending

Lunch

Estate Litigation

This session will explore key issues and trends in estate litigation, offering practical insights for attorneys, fiduciaries, and other professionals involved in trust and estate disputes.

1.5 hours General CLE Credit Pending

Closing Remarks and Adjourn