This program provides invaluable insights into the complexities of managing
disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.

The ABA TECHSHOW is where lawyers, legal professionals, and technology all come together. Attendees learn about the most useful and practical technologies available. 

Estate planning for US clients with foreign assets requires understanding the intersection of US tax law, international treaties, and foreign legal systems—areas where many practitioners lack deep expertise. This foundational webinar informs attorneys about the primary estate and gift tax challenges that arise when representing US clients with foreign property and foreign beneficiaries. The webinar will explore alternative estate and gift structuring strategies for US-based clients with international estate planning needs.

Estate Planning and Elder Law attorneys often advise clients to restructure assets – often putting them in trust.  Whether the goal is to avoid probate, reduce future transfer taxation, or minimize countable resources, transferring assets means changing legal ownership, and any change in ownership could have tax consequences that the planner cannot ignore.  Some transfers might have no tax impact at all, others might have an impact that is insignificant, and others might have substantial tax consequences, which become a larger problem if they are a surprise to the client. Recommending and implementing trust planning without considering all potential tax consequences is a recipe for disaster.

The Pennsylvania Association of Elder Law Attorneys (PAELA) is a non-profit association which assists lawyers, bar organizations, and others who work with older clients and their families. PAELA provides a resource of information, education, networking, and assistance to those who work with the many specialized issues confronting the elderly and the disabled.

Join top elder law professionals for two days of advanced strategy, practical sessions, and peer discussion. Sessions built for experienced elder law attorneys looking to sharpen planning strategies and expand impact.

-Annuity Innovations in Medicaid Planning
-Taxes, the Big Beautiful Bill and Elder Law Planning
-Elder Law Ethical Conundrums
-“Sell” is not a four-letter word, practices to show your value proposition
-Mindset and Life Balance for the Special Needs and Elder Law Attorney
-Intersection between Estate Recovery and -Creditor Claims
-White Board Discussions

The Estate Planning Council of Portland is a non-profit organization with the objective of providing professional education to further the estate planning knowledge of its members.  Membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and Southwest Washington. As the region’s premier continuing education event for estate planning professionals, this year’s seminar features nationally recognized speakers addressing the most critical topics in Estate Planning.

The 60th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 12-16, 2026. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only does the Institute inform planners of new developments from the past year and state-of-the-art estate planning techniques, but it also includes an array of eclectic topics to broaden the knowledge and perspective of practitioners attending.

Pooled special needs trusts can provide an essential safety net in estate plans. Attorneys who draft estate plans must anticipate the unexpected—a client’s unforeseen disability, a fiduciary who becomes ill, a contentious relationship between the beneficiary and the fiduciary, or assets that are depleted below the corporate fiduciary’s minimum. By including additional authorities in documents, attorneys-in-fact, executors, and trustees can react to unforeseen circumstances and create and fund pooled special needs trusts for clients and their loved ones without the need for court involvement. After giving an overview of pooled special needs trusts, this presentation will cover powers that should be considered for inclusion in trusts, wills, and powers of attorney to utilize pooled special needs trusts as a safety net.