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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
Family Meetings: They are not what you might think they are!
The key to a family’s success is family education and trust building through an organized and prioritized family meeting process. Family education is a life-long-learning adventure to be taken together. What can we do, as advisors, to help our client families? If we make this part of our practice, will it also help our practice grow?
Estate Planning for Scientologists
This webinar is the 5th in an ongoing series exploring how estate planners can tailor estate, financial, charitable, and related planning, and drafting to reflect a client’s particular religious beliefs. One goal of this series is to promote diversity and inclusion, and enhance understanding of other faiths.
Estate Planning Roadmap—Part 2
In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.
Life and Death Planning for Retirement Benefits
Digital Subscription | by Natalie Choate
For more information, visit RetirementBenefitsPlanning
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