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Estate and Elder Law Resources

Exclusive Educational Content for Estate and Elder Law Attorneys

TAKE ADVANTAGE OF OUR EXTENSIVE LEGAL KNOWLEDGEBASE FILLED WITH SUBSTANTIVE ARTICLES, PRESENTATION MATERIALS, SAMPLE FORMS, AND OTHER EXCLUSIVE CONTENT DEVELOPED BY NATIONALLY RENOWNED AUTHORS.

Sole Benefit Rule

SSA CLARIFIES SOLE BENEFITS RULE: TRUSTEES MAY BREATHE A LITTLE EASIER

by Elizabeth Q. Boehmcke, Esq.


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Proposedregulatiosn

PROPOSED REGULATIONS UNDER SECTION 2704

by Mitchell M. Gans and Jonathan G. Blattmachr


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EstateTaxRepeal

ESTATE TAX REPEAL IS NOT A TEMPORARY OR PERMANENT CERTAINTY: HOW TO PLAN NOW

by Jonathan G. Blattmachr and Martin M. Shenkman


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Jonathan G. Blattmachr Vanessa L. Kanaga

ING TRUST RULING – WHAT YOU NEED TO KNOW

by Jonathan G. Blattmachr and Vanessa L. Kanaga


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Andrew H. Hook

ESTATE PLANNING FOR BLENDED FAMILIES

by Andrew H. Hook


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Thomas D. Begley, Jr.

MEDICAID TRANSFER OF ASSET PENALTY HOW DOES IT WORK?

by Thomas D. Begley, Jr.


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Diana S. C. Zeydel, Mitchell M. Gans & Jonathan G. Blattmachr

SOME GUIDANCE FROM THE FINAL REGULATIONS ON ESTATE TAX INCLUSION FOR GRATS, CRTS AND QPRTS

by Diana S. C. Zeydel, Mitchell M. Gans & Jonathan G. Blattmachr


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Jonathan G. Blattmachr

GIFT TAX SAFETY NETS FOR INSTALLMENT SALES TO GRANTOR TRUSTS

by Jonathan G. Blattmachr and Michael L. Graham


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Jonathan G. Blattmachr

THE ACT OF DECANTING: AMENDING TRUSTS WITHOUT GOING TO COURT

by Jonathan G. Blattmachr, Diana S.C. Zeydel, and Michael L Graham


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Jonathan G. Blattmachr

A BENEFICIARY AS TRUST OWNER: DECODING SECTION 678

by Jonathan G. Blattmachr, Mitchell M. Gans and Alvina H. Lo


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Jonathan G. Blattmachr

HOLY COW! THE IMPOSSIBLE HAS HAPPENED: 2010 WILL START AS A YEAR WITHOUT ESTATE TAX AND WITH CARRYOVER BASIS

by Jonathan G. Blattmachr and Carlyn S. McCaffrey


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Bernard A. Krooks

MEDICAID TRUSTS: WHAT'S YOUR BASIS?

by Bernard A. Krooks and Jonathan G. Blattmachr


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Jonathan G. Blattmachr

PLANNING FOR THE UNKNOWN: 2010 AND BEYOND

by Jonathan G. Blattmachr


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Robert S. Keebler, CPA, MST

OPPORTUNITIES PRIOR TO TAX LAW CHANGES

by Robert S. Keebler, CPA, MST


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Robert S. Keebler, CPA, MST

FAMILY TAX PLANNING FORUM: ROTH IRA CONVERSION PLANNING IN 2011 AND 2012

by Robert S. Keebler, CPA, MST


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Events

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Exclusive On-Demand Webinar from Natalie Choate

Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

"The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways Blockchain May Affect Modern Estates

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to see clients with asset portfolios that include cryptocurrency and non-fungible tokens (NFTs). Much like tangible property or other intangible interests, these are assets of value, and therefore must be addressed as part of the estate plan. But unlike more traditional forms of property, understanding the nature of these assets requires some background information, and answers to some basic questions. What exactly are they? How are they owned? How can they be transferred? And maybe most importantly in a time of potential tax law changes, how are they valued?

Heckerling Review Webinar - 2021 Roundup of the 55th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 60-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

Contact InterActive Legal

InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901