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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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All Access Pass Drafting Mini Webinars On-Demand Roundtable

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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2024 Institute

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Jan 25, 2024

The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on January 8-12, 2024. The Institute is the preeminent estate planning conference of the year and always has a week full of valuable seminar sessions covering a broad range of estate planning for all types of practitioners and all types of clients. Not only does…

A Deeper Dive Into The Corporate Transparency Act

Jonathan G. Blattmachr Esq., Chris Lauer Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Dec 18, 2023

There have already been many webinars discussing the Corporate Transparency Act (“CTA”) so this webinar will build on that foundation and take a more detailed “deeper dive” into what everyone (practitioners, Reporting Companies, Beneficial…

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Are you Prepared for the Corporate Transparency Act?

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Nov 20, 2023

This course will review the highlights, requirements, and framework to understand and address the Corporate Transparency Act (“CTA”), but it will go much deeper than just summarizing the new rules. This program will provide practical…

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Revenue Ruling 2023-2: What it Means and What You Might Do

Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq. Sep 7, 2023

Do assets in an irrevocable grantor trust that are not included in the settlor’s estate qualify for an income tax basis step up on the death of the grantor? In 2002, Jonathan Blattmachr and Professor Mitchell Gans authored an article…

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Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent…

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Jun 29, 2023

Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. 21-3683 (8th Cir. 2023) that held that corporate owned life insurance had to be included in the value of the company. This recent…

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Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

Natalie B. Choate Esq. Apr 27, 2023

With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of…

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Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

Jonathan G. Blattmachr Esq., Edwin P Morrow III Esq. and Martin M. Shenkman Esq. Mar 27, 2023

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use the exemption before it is reduced by half in 2026, the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any…

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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Jan 31, 2023

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals. …

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Year-End 2022 Estate Planning

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Dec 22, 2022

Year-end tax planning for 2022 is different from prior years. Practitioners might recommend traditional annual gift planning but for some (perhaps many) clients, annual gifts may not be worthwhile.

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Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Sep 21, 2022

Asset protection planning remains vital for many if not most clients. For the past few years, clients have been hyper-focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of…

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Hot Topics

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2024 Institute

A Deeper Dive Into The Corporate Transparency Act

Are you Prepared for the Corporate Transparency Act?

Revenue Ruling 2023-2: What it Means and What You Might Do

Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent…

Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute

Year-End 2022 Estate Planning

Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!

Customizing your System for Success

2024 NAELA Annual Conference & Pre-Programs

Schenectady County Bar Association’s T&E and Elder Law Seminar