Year-End and Post-Election Planning
Join Jonathan Blattmachr and Martin Shenkman for a discussion of the year-end planning strategies you should be considering for your clients.
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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.
IRC 2704 Regulation Changes
This webinar, jointly presented by Interactive Legal and Peak Trust Company, by Jonathan G. Blattmachr and Mitchell M. Gans, will discuss the proposed Section 2704 regulations issued earlier this month.
Cross-Border Estate Planning-What every Domestic Estate Planner Needs to Know
This session will begin with a primer on planning for foreign clients who have domestic property or U.S. beneficiaries, including steps that should be taken if the client intends to immigrate to the United States
NFA Trusts: The Benefits of Adding Them to Your Practice and Why They Remain Popular
Learn the basics about National Firearms Act Trusts and how they can add value for your clients and your practice.
What We All Need to Know about the Charitable Income Tax Deduction for Estates and Trusts
This webinar will explore the charitable income tax deduction for trusts and estates and also explain how a trust or estate can obtain a charitable deduction even if the governing instrument does not provide for any payment to charity.
Stopping Will Contests Before They Start
This presentation will cover ways in which will contests, challenges to trusts, and other disputes in estate and trust administration can be thwarted and resolved without lengthy court battles.
Preparing New IRS Form 8971
This webinar will examine new Internal Revenue Service Form 8971 and the proposed and temporary regulations published March 4, 2016, that provide guidance for filing this form.
Ten Common Portability Mistakes and What You Need to Know to Avoid Them
This presentation is provided to help planners use the best strategies, and follow appropriate procedures, for assuring that married clients and surviving spouses are best situated from a tax, estate planning, and creditor protection…
The Most Effective Uses of Grantor Trusts
This presentation will cover how to make a trust a grantor trust when one should be used and, perhaps, most important, how it should be used.
Grantor Trusts: Third Party and Grantor Debt
This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred or later imposed on the property or later relieved.