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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

Estate Planning Roadmap—Part 1

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex. This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.

Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites

Do law firms fall under the ADA website accessibility and compliance rules, standards, and case law? What about small law firms – those with fewer than 15 employees? Is this even a topic we should spend our valuable (billable) time on? Don’t miss this in-depth look at an issue that many attorneys may not yet realize is important to consider.

Wills in the Cloud – The Pros, Cons, and Inevitability of Electronic Wills

Four states now permit (or will in 2020) some version of an “electronic will,” and the Uniform Electronic Wills Act drafted earlier this year is likely to bring the concept to other states sooner rather than later. It appears inevitable that we as estate planners will need to address the issue of electronic wills and perhaps incorporate them into our practices, even if we may be reluctant to do so. To embrace this challenge, InterActive Legal has put together a panel of experts on the subject, moderated by our president, Vanessa Kanaga, to debate the pros and cons, and highlight important issues involved with electronic wills and the various electronic will laws.


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