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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

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Hot Topics

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2025 Institute and More

Jonathan G. Blattmachr JD, Abigail E. O'Connor, JD and Martin M. Shenkman Esq. Jan 30, 2025

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 covering a broad range of estate planning issues for all types of practitioners and all types of clients. Not only…

WOW Your Clients; Accelerate Their Estate Planning

Alan S. Gassman Esq. and Brandon Ketron Jan 7, 2025

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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Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?

Jonathan G. Blattmachr JD, Martin M. Shenkman Esq., Walter Primoff CPA and Alan S. Gassman Esq. Dec 30, 2024

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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Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Jonathan G. Blattmachr JD, Alan S. Gassman Esq., Robert S. Keebler CPA, Martin M. Shenkman Esq. and Thomas A. Tietz Dec 13, 2024

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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Step Transaction Doctrine Remains A Key Concern for Successful Planning

Jonathan G. Blattmachr JD, Alan S. Gassman Esq., Robert S. Keebler CPA, Martin M. Shenkman Esq. and Thomas A. Tietz Dec 5, 2024

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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Corporate Transparency Act (CTA) and Trusts

Jonathan G. Blattmachr JD, Alan S. Gassman Esq., Chriseanna Mitchell and Martin M. Shenkman Esq. Nov 21, 2024

The Corporate Transparency Act (CTA) filing deadline for the CTA is end of year 2024 and there is limited time to address filings. Under the CTA, information about the Beneficial Owners of certain ‘small’ entities must be provided to the…

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Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

Jonathan G. Blattmachr JD, Robert S. Keebler CPA and Martin M. Shenkman Esq. Nov 14, 2024

President Trump has won the White House. The Republicans have control over the Senate, and may gain control over the House. Estate planning has been focused on planning to use bonus exemption and planning for possible enactment of a…

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Navigating the Dementia Journey: Helping More People

Julieanne E. Steinbacher Esq. Sep 17, 2024

As an attorney, ensuring that your clients with dementia receive the care, respect, and planning they deserve is not just a professional obligation—it’s a priority. Join us for “Navigating the Dementia Journey: Helping More People and…

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Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

Jonathan G. Blattmachr JD, Professor Mitchell M. Gans, Robert S. Keebler CPA and Martin M. Shenkman Esq. Sep 5, 2024

The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v. Natural Resources Defense Council, Inc., represents a generation change in the importance of all Federal regulations from…

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Medicaid Planning Basics: A High-Level Overview of Crisis and Advance Planning

Jim Wolverton, JD Aug 20, 2024

This course is designed for elder law and estate planning attorneys looking to enhance their ability to support senior clients with long-term care planning. Participants will gain a comprehensive understanding of the Medicaid program,…

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Hot Topics

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2025 Institute and More

WOW Your Clients; Accelerate Their Estate Planning

Corporate Transparency Act: Filing Requirements – Practical Panel Discussion On What To Do Now?

Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

Step Transaction Doctrine Remains A Key Concern for Successful Planning

Corporate Transparency Act (CTA) and Trusts

Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

Navigating the Dementia Journey: Helping More People

Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

Medicaid Planning Basics: A High-Level Overview of Crisis and Advance Planning

Gun Trusts: The Lethal Pitfalls in Drafting and Firearms Issues in Probate

17th Annual PAELA Winter Conference

Subscriber Drafting Webinar