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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

Valuations and Estate Planning - Impact of Covid

What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis? The program will discuss the practical ramifications to valuations and the implications to estate planning transactions. A number of factors may have aligned for what is potentially a unique opportunity to maximize the efficient use of exclusion amounts and transfer significant wealth at a relatively lower cost. The program will provide technical but practical valuation insights that practitioners will need to understand in guiding clients planning in the last half of 2020.

Secure Act and CRT’s BDIT’s and QSST’s.

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to maximizing wealth and how those concepts apply to IRAs and retirement plans, how the Secure Act changed the planning environment, and what creative techniques planners might consider. The use of Charitable Remainder Trusts (“CRTs”) as beneficiaries, Beneficiary Defective Irrevocable Trusts (“BDITs”) and Qualified Subchapter S Corporations (“QSSTs”) might all be named as beneficiaries..

SLATs - How To Plan and Draft One of the Most Useful Documents for Married Clients

Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020. Every practitioner needs to be comfortable and knowledgable of how to best use SLATs.


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