Webinars

The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 13-17, 2025. The Institute is the preeminent estate planning conference of the year and always provides a full week of valuable seminars…
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A network TV show called “What Would You Do?” creates fictional but realistic sticky situations for unWebinar Description The first Subscriber Drafting Webinar for 2025 will focus on what we feel is most important to our subscribers –…
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Laws change, but in many respects, the laws related to estate planning and taxation can change slowly, or not much at all.  Tax exemptions and rates change, of course, but the laws themselves – not so much.  One major deviation from this…
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As drafting attorneys, we focus on our client’s intent, tax implications, family dynamics, and structural or transactional aspects of a trust. We often rely on what seems like good language that gives a trustee enough flexibility to adapt…
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Imagine giving fundamental information to an estate planner, and then hearing back almost instantly with incitement information, customized planning suggestions, and solid analysis, in numbers and illustrations that allow you to understand…
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This webinar will update practitioners on the latest developments and discuss various practical issues that many clients have faced with filings, even problems and frustrations the panelists themselves have had to navigate with the FinCEN…
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A network TV show called “What Would You Do?” creates fictional but realistic sticky situations for unsuspecting members of the public and lets them play out on hidden camera to see what happens.  Different people react differently to each…
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Despite the election results, estate planning, and in particular non-reciprocal SLAT planning should continue for many clients. The results of future elections cannot be predicted. Upstream basis planning, asset protection, non-grantor…
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The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ planning. There is limited time in 2024, and soon the compressed planning period of 2025.
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Last month, we discussed some basic “How-tos” in InterActive Legal – how to create a very simple Will or With the federal estate and gift tax exemption poised to drop dramatically in 2026, a popular strategy for using the high exemption…
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