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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

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.

Digital Assets Revisited: Preparing for the Tsunami

Digital assets have been on the radar of estate planners for many years, but their scope has recently expanded – exponentially.

The pandemic forced more people online than ever before, and each account, domain name, and other online presence may need to be addressed in some way when a client dies, or becomes incapacitated. Attorneys who both plan estates and administer them therefore need to understand the underlying issues related to different types of digital property.

Join us as experts in the area of digital assets cover the issues you should address with every client, and discuss helpful tools that may also assist with handling digital assets for your clients. The presenters will discuss:

  • The digitization of estate planning
  • How attorneys must adapt to new technology, or face being left behind
  • Digital asset problems in estate administration and how to handle them
  • How to handle digital assets when planning an estate – what to ask and what to look for
  • Why a standard provision in a Will or Trust may not be enough
  • Best practices
  • And more

Don’t miss this timely discussion of a topic that most of us may feel we have adequately covered, but actually may need to address in much more detail.

Digital Assets Revisited

Please Note: ILS subscribers have complimentary access to this video in the ILS Webinar Library. One more reason to become a subscriber

Single Clients: Planning Considerations

Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the population is single and the proportion of the population that is single has grown substantially over the decades and that trend may continue. Over 50% of the population, about 125 million adults are single. That has increased dramatically from 1950 when the percentage was less than half that amount, 22%. Tax laws often favor married couples. Consider the unlimited estate tax marital deduction for US citizen spouses. The new proposals for deemed realization have an exclusion for US spouses that is not available to the heirs of a single client. Spousal rights of election protect a spouse from disinheritance. In contrast an unmarried partner may have little or no protection. How should documents be drafted differently? How might tax and other planning change? This webinar will provide a review of many of the nuances of planning for the single client.


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

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Melbourne, FL 32901