Tax Cuts and Jobs Act: Part 1
President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, and estate tax rules. Every aspect of planning will be affected.
Yearly Archives
2017
Advise Clients of Opportunity to Act Now to Preserve Charitable Deduction
Due to changes brought about by the new tax law, some charitably-motivated clients may wish to act now to make the most of the charitable deduction.
Helping Clients Understand Disbursements from a Pooled Special Needs Trust
The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating.…
Resource Review
In this webinar, we will review resources available to InterActive Legal subscribers. These include document drafting resources, which can be found in the Resource Library section of InterActive LegalSuite, and our new Practice Development…
Digital Marketing for your Estate Planning and Elder Law Practice
In 2018, we recommend you do one thing to market your business: Engage in digital marketing. National firms use digital marketing to attack our local markets—and they are winning.
Building Your Brand for 2018 – 2018 is fast approaching – are you ready?
Don’t wait until January to review – or create – your 2018 marketing plan. Now is the time to act, so that your message can reach potential clients. Building a successful marketing strategy starts with the right questions: Does your…
InterActive Legal Co-Founder Receives Lifetime Service Award from National Association of Estate…
The National Association of Estate Planners & Councils (NAEPC) has honored Jonathan G. Blattmachr as the 2017 recipient of the Hartman Axley Lifetime Service Award. The award was presented at the 54th Annual Conference of the…
Testamentary Trusts for One Beneficiary
n some cases, trusts are created for a group of people, such as a person's children or perhaps their spouse and children. However, many clients want to create a trust for just one beneficiary.
An Overlooked Planning Option: Pooled Special Needs Trusts
A PSNT can provide your client with objective administration of funds and protection of means-tested government benefits (Medicaid and SSI) with lower funding requirements and fees than traditional financial institutions.
Family Entities, 2036, and Powell
In this webinar, the panelists will analyze the Powell case and provide their insight on how it may impact estate planners advising existing family entities.