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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.
SSA CLARIFIES SOLE BENEFITS RULE: TRUSTEES MAY BREATHE A LITTLE EASIER
by Elizabeth Q. Boehmcke, Esq.
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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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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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GIFT TAX SAFETY NETS FOR INSTALLMENT SALES TO GRANTOR TRUSTS
by Jonathan G. Blattmachr and Michael L. Graham
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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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A BENEFICIARY AS TRUST OWNER: DECODING SECTION 678
by Jonathan G. Blattmachr, Mitchell M. Gans and Alvina H. Lo
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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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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
For more information, visit RetirementBenefitsPlanning.net
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