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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

Catholic Estate Planning

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Catholic concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Catholic values. This practical webinar will explore a range of issues.

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

InterActive Legal

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InterActive Legal

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