OBBB Compliance: Implications for Estate and Wealth Planning
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From: $179.00
Date: October 16th , 2025
Time: 1pmET | 12pm CT | 11am MT | 10am PT
Duration: 90 Minutes
Description:
What really happens when someone dies without a will? Who makes the decisions, how are assets distributed, and what does the process look like for the family left behind? Estate planning isn’t just for the wealthy — it’s a vital tool for anyone who wants to ensure their wishes are honored and their loved ones are protected from unnecessary legal and financial burdens.
This course offers a practical, plain-language look at two common outcomes: passing away intestate (without a will) and testate (with a valid estate plan). You’ll explore how each scenario plays out in real life — including the costly, time-consuming complications that can arise from even minor planning mistakes.
Using real-world examples, we’ll examine probate procedures, common missteps, and how estate plans can go off-track when key documents are missing or outdated. You’ll also learn how upcoming legislative changes, including the potential impacts of the One Big Beautiful Bill Act (OBBBA) and the 2025 estate tax sunset provisions, could reshape planning strategies in the years ahead.
Topics Covered:
Intestate vs. Testate: What the Law Decides vs. What You Decide.
Common Estate Planning Pitfalls and How to Avoid Them.
Assembling the Right Team: Attorneys, CPAs, and Financial Advisors.
Learning Objectives:
Differentiate between intestate and testate estate processes, and understand their legal and financial implications.
Recognize common estate planning mistakes and apply strategies to avoid them.
Evaluate probate costs, timelines, and court procedures involved in estate administration.
Interpret current estate tax laws and assess how proposed changes under the OBBBA could affect planning strategies.
Develop a framework for assembling and coordinating a skilled estate planning team, including legal, tax, and financial professionals.
Credits and Other information:
Recommended CPE credit – 1.5
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Update
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 90 Minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
Levy Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
About Our Speaker
Ilene Slatko Principal, DSS Consulting
For more than 35 years, Ilene Slatko has delivered financial literacy and investment education to individuals and organizations, with a strong focus on enhancing understanding of personal finance, investments, and retirement planning. She has held leadership roles at several prominent investment firms in the Washington, D.C. area, where she helped build and strengthen their financial education programs.
Ilene brings deep expertise in leadership and team development, executive coaching, talent management, and career development. She has a proven track record of designing and delivering effective learning solutions — including both virtual and in-person training — tailored to the unique needs of her clients.
Her corporate education experience includes work with organizations such as The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate, where she played a key role in providing executive and employee development programs. Ilene has worked closely with leaders and teams on communication, client management, sales effectiveness, and leadership growth.
