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InterActive Legal Offers Complimentary Webinar -
"The Art and Science of Decanting"

Presented by Jonathan G. Blattmachr, JD and Teresa L. Bush, JD

Jonathan G. Blattmachr, JD

Melbourne, FL
June 26, 2013

InterActive Legal has announced that free registration is now open for an exclusive webinar, "The Art and Science of Decanting," which will explore creative ways to add flexibility to an otherwise rigid estate plan through "decanting” of trusts.

Decanting is the act of invading trust principal and essentially moving it to a newly-created trust. In this complimentary webinar, we will discuss the following:

  • A brief history of trust decanting
  • When decanting is permitted, either under state law or under the trust terms
  • How to draft a trust that can later be decanted
  • The process of decanting, when state law or the document permits
  • How to decant in a state that does not have decanting legislation
  • Tax effects of decanting

This webinar is a unique opportunity to hear first-hand how some of the premier thought-leaders are strategizing to adapt to the new opportunities and challenges presented in estate planning.

The complimentary webinar will be held on Wednesday, July 17th at 1:00 pm EDT and is open to the entire estate and tax planning community. Register today at:interactivelegal.webex.com.

Jonathan G. Blattmachr, JD, is a member of the Alaska, California and New York Bars, and retired partner from the law firm of Milbank, Tweed, Hadley & McCloy LLP. He has served as a lecturer-in-law of the Columbia University School of Law and an Adjunct Professor of Law at New York University Law School. He is a former Chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of other committees of the New York State Bar Association and the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past Chair of its Estate and Gift Tax Committee. He is author or co-author of over 300 articles and five books on estate and tax planning topics including a new book published by the Practicing Law Institute on Circular 230. He has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners & Councils. Mr. Blattmachr also is a co-developer of Wealth Transfer Planning™, an InterActive Legal software system published for lawyers, which provides specific client advice and automated document assembly for wills, trusts, powers of attorneys and other estate planning documents.

Teresa L. Bush, JD, serves as Attorney/Content Specialist with InterActive Legal, where she conducts training webinars and works with the drafting system authors to add new content. Prior to working with InterActive Legal, she practiced estate planning and probate law exclusively for over 16 years and has more than 20 years experience with estate planning drafting and transfer taxation issues. She practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and also worked as an estate and gift tax consultant for the Dallas office of Ernst & Young.

Events

Planning for Business Exits from C Corporations Intra-family Business Transactions Other Developments

Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclusion for gain on the sale of stock. Learn how the Code Sec. 1202 exclusion works, how it applies when a business changes from another entity to a C corporation, how it affects a C corporation’s business structure, and how it compares to other business exit strategies. Also, learn how to move from corporate status to a partnership once the tax benefits of being a C corporation has run its course.

Courageous Conversations Topics to avoid at the dinner table, but bring to the conference table

Join our panelists, Jonathan Blattmachr, Lori Anne Douglass, Elizabeth Schwartz, and Martin Shenkman, along with moderator Vanessa Kanaga for this special holiday roundtable touching on challenging issues such as religion, gender, race, and politics, and how they might affect our clients and our practice.

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?


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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InterActive Legal

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