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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.

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Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

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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