Complimentary Webinar: Practice Better: AI, Planning Numbers, Defensive Steps and More
October 29 @ 4:00 pm – 5:00 pm
Webinar Description
Domestic Asset Protection Trusts (DAPTs) were upheld in a recent DE case. Subsequent to that the defendants was tagged in a CO decision Can IV Packard Square LLC v. Harbor Real Estate Company, LLC and Craig E. Schubiner, No. 23-cv-00934-CYC (D. Colo. Sept. 22, 2025). Does that impact DAPT or asset protection planning?
There is growing discussion of terminating irrevocable trusts to cause appreciated assets to be included in someone’s estate to gain a basis step-up. What issues should be considered and what approaches should be evaluated?
Every adviser gets inquiries from prospects that would be best not to be accepted as a client. How can AI quickly help you identify those potential bad eggs you want to avoid? How should you implement such a process to avoid issues?
Many new clients come with long complex existing irrevocable trusts. How can you efficiently identify issues and planning opportunities in those trusts using AI? For example, if there are powers of appointment your client holds you want to be able to advise them on the pros/cons of exercising them.
Finally, an approach that is not only protective for the practitioner, but appreciated by most clients, is to offer several planning options. If those options can be illustrated and explained with numbers, some clients will understand them better.
Meet Our Speakers
Alan S. Gassman, Esq.
InterActive Legal Advisor
Martin M. Shenkman, Esq.
InterActive Legal Advisor
Webinar Tips
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- Visit our website event page to learn more about what is happening at InterActive Legal.
Webinar Sponsors
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
