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The 2025 Live Virtual Estate Planning Forum has been approved for:
- 22.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 15 hours of Legal Specialization credit in Taxation Law
- 22.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 15 hours of Legal Specialization credit in Taxation Law
Table of Contents
Monday, October 6, 2025
Tuesday, October 7, 2025
Wednesday, October 8, 2025
Thursday, October 9, 2025
Friday, October 10, 2025
Revocable Trusts and Incapacity Planning: More Than Just a Will Substitute
Robert H. Sitkoff, Austin Wakeman Scott Professor of Law, John L. Gray Professor of Law, Harvard Law School
MCLE Credit: 1. Specialization Credit in Estate Planning, Trust and Probate Law: 1.
Topic TBA
Griffin H. Bridgers, Hutchins & Associates LLC, Denver, CO
MCLE Credit: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credits in Taxation Law: 1.5.
Update: California Real Property Taxation
Jennifer F. Scharre, Coblentz Patch Duffy & Bass LLP
MCLE Credits: 1.5. Specialization Credit in Estate Planning, Trust and Probate Law: 1.5. Specialization Credit in Taxation Law: 1.5.
Promoting Integrity and Inclusion: The Link Between Civility and Bias
Wendy Patrick, San Diego, CA
MCLE Credits: 1.0. Ethics Credit 1.
Attorneys’ Legal Duties and Ethical Obligations To Clients With Diminished Capacity
Bonnie J. Olson, Ph.d, Professor of Clinical Family Medicine, Keck School of Medicine of USC
Lori Mars, JD, Assistant Professor Of Clinical Family Medicine, Keck School of Medicine of USC
MCLE Credit: 1.5, Ethics Credits 1.5, Specialization Credits in Estate Planning, Trust and Probate law 1.5
Current Estate Tax, Gift Tax, Generation-Skipping Tax, and Income Tax Developments Part 1
Samuel A. Donaldson, Professor of Law, Georgia State University, Atlanta, GA
MCLE Credit: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credit in Taxation Law: 1.5.
Current Estate Tax, Gift Tax, Generation-Skipping Tax, and Income Tax Developments Part 2
Samuel A. Donaldson, Professor of Law, Georgia State University, Atlanta, GA
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credits in Taxation Law: 1.5.
Topic TBA
Jonathan Blattmachr, Pioneer Wealth Partners, New York
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5 Specialization Credits in Taxation Law: 1.5.
Drafting and Administering Trusts Consistent with Final SECURE Act Guidance With Forms
Steven B. Gorin, Thompson Coburn LLP, St. Louis, MO
MCLE Credits: 2. Specialization Credits in Estate Planning, Trust and Probate Law: 2. Specialization Credits in Taxation Law: 2.
California 2025 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships, and Guardianships
Patrick Kohlmann, Temmerman, Cilley & Kohlmann, LLP, San Jose, CA
MCLE Credit: 1.5 Specialization Credit in Estate Planning, Trust and Probate Law 1.5
Specialization Credit in Taxation Law: 1.5
Topic TBA
Robert Keebler, CPA, Keebler & Associates, Green Bay, WI
MCLE Credit: 1.0 Specialization Credit in Estate Planning, Trust and Probate Law 1.- Specialization Credit in Taxation Law: 1.0.
The Estate Audit – What You Hope Is Done Before Mom Dies
Josh Yager, Esq., CFP, Anodos Law
MCLE Credits: 1.0. Specialization Credits in Estate Planning, Trust and Probate Law 1.0.
Topic TBA
Naomita Yadav, Withers, San Francisco, CA
MCLE Credits: 1. Specialization Credits in Estate Planning, Trust and Probate Law 1. Specialization Credits in Taxation Law: 1.
Beneficiary Deemed Owner Trusts Under IRC 6678(a)(1): Using BDOTs for Income Tax Savings and Simplification
Keith K. Grissom, Armstrong Teasdale LLP, St Ljouis MO
Edwin P. Morrow III, Kelleher Holland, LLC
MCLE Credits: 1. Specialization Credits in Estate Planning, Trust and Probate Law 1. Specialization Credits in Taxation Law: 1.
Undue Influence in Estate Planning: How to Identify, Prevent, and Litigate It
Sandra D. Glazier, Sandra D. Glazier P.C., Troy, MI
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law 1.5.
Avoiding Ethical Traps, Tricks, and Trip Ups in Estate Planning
Stewart R. Albertson and Keith A. Davidson, Albertson & Davidson, LLP
MCLE Credit: 1.5 Specialization Credit in Estate Planning, Trust and Probate Law 1.5 Ethics Credit: 1.5
Topic TBA
Mary Vandenack, Vandenack Weaver LLC, Omaha, NE
MCLE Credit: 1. Specialization Credit in Estate Planning, Trust and Probate Law 1. Specialization Credit in Taxation Law: 1
Meeting the Challenge of AI in Legal Practice
Tracy M. Potts, Legacy law Group, Sacramento, CA
MCLE Credit: 1. California Specialization Credit in Estate Planning, Trust and Probate Law 1.
Ethics/Technology Credit 1.