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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

Charitable Giving Webinar

This webinar covers:

  • The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
  • How one can obtain the full benefit of a significant charitable donation without having to give up on the new higher standard deductions.
  • When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

199A Proposed Regulations—A First Look

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal Register. While the final proposed regulations may vary from the document released on August 8, 2018 (editorial changes may be made during the OFR process) this allows us the opportunity to review how the IRS has tackled numerous issues and questions regarding IRC 199A. Join us for a first look at the proposed regulations, including significant regulations regarding IRC 643(f), which affect multiple trusts and every practitioner must know.

For more information, visit EstatePlanning2018.com

Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

Retirement Benefits Planning

For more information, visit RetirementBenefitsPlanning.net

InterActive Legal

Contact InterActive Legal

InterActive Legal

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