Access to Exclusive Educational Content
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.
SSA CLARIFIES SOLE BENEFITS RULE: TRUSTEES MAY BREATHE A LITTLE EASIER
by Elizabeth Q. Boehmcke, Esq.
Learn More
ESTATE TAX REPEAL IS NOT A TEMPORARY OR PERMANENT CERTAINTY: HOW TO PLAN NOW
by Jonathan G. Blattmachr and Martin M. Shenkman
Learn More
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
Learn More
GIFT TAX SAFETY NETS FOR INSTALLMENT SALES TO GRANTOR TRUSTS
by Jonathan G. Blattmachr and Michael L. Graham
Learn More
THE ACT OF DECANTING: AMENDING TRUSTS WITHOUT GOING TO COURT
by Jonathan G. Blattmachr, Diana S.C. Zeydel, and Michael L Graham
Learn More
A BENEFICIARY AS TRUST OWNER: DECODING SECTION 678
by Jonathan G. Blattmachr, Mitchell M. Gans and Alvina H. Lo
Learn More
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
Learn More
FAMILY TAX PLANNING FORUM: ROTH IRA CONVERSION PLANNING IN 2011 AND 2012
by Robert S. Keebler, CPA, MST
Learn More
Events
Life Insurance Planning Opportunities in Early 2020
How do the new fiduciary rules impact your life insurance recommendations? What is the role of life insurance in retirement planning after the SECURE Act? Which life insurance strategies make sense in the current low interest rate environment? What is the impact of the new regulation on reportable policy sales and transfer for value? The answers to these questins and more in our webinar, hosted by Martin Shenkman.
Estate Planning for Jewish Clients
Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious beliefs. This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisors, and others, can address for Jewish clients' religious concerns.
Heckerling 2020 Roundup by Jonathan Blattmachr, Diana Zeydel, and Martin Shenkman
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., Diana Zeydel, Esq., and Martin Shenkman, Esq. will provide a 90-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
Contact InterActive Legal
