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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 Roundtable Speaker Series

Hot Topics

Stopping Will Contests Before They Start

Jonathan G. Blattmachr JD and Richard W. Hompesch II Esq. Mar 29, 2016

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

Howard M. Zaritsky JD LLM and Michael L. Graham Esq. Mar 16, 2016

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.

Hot Topics

Ten Common Portability Mistakes and What You Need to Know to Avoid Them

Alan S. Gassman Esq. Mar 4, 2016

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…

Hot Topics

The Most Effective Uses of Grantor Trusts

Jonathan G. Blattmachr JD and Robert S. Keebler CPA Feb 17, 2016

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.

Hot Topics

Grantor Trusts: Third Party and Grantor Debt

Jonathan G. Blattmachr JD Nov 11, 2015

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.

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Tips and Tricks for Grantor Trusts

Robert A. Mason JD CELA CAP Jul 22, 2015

In this webinar TrustChimp’s Bob Mason will discuss how an understanding of adverse and nonadverse parties in various trust roles can accomplish client goals

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Business Succession Planning

Louis A. Mezzullo Esq. Jul 15, 2015

The webinar will cover the characteristics of a family owned business, the goals of the founder of the business and the various exit strategies, and the planning process.

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Avoiding Estate Recovery

Stephen J. Silverberg, Esq., CELA, Fellow, Cap, AEP® Jun 24, 2015

This session will explore the rules behind expanded estate recovery and the common tips and tricks to avoid estate recovery.

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The Best Financial Planning Vehicle: The CRT? The PIF? Both?

Emanuel Kallina Jun 17, 2015

In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes?

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Protecting Real Property in an Elder Law Context

Andrew H. Hook CELA AEP CFP Apr 22, 2015

This Webinar will address the available asset protection strategies, the advantages and disadvantages of each strategy, drafting considerations and the ancillary considerations for each strategy including tax & insurance considerations.

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Hot Topics

Stopping Will Contests Before They Start

Preparing New IRS Form 8971

Ten Common Portability Mistakes and What You Need to Know to Avoid Them

The Most Effective Uses of Grantor Trusts

Grantor Trusts: Third Party and Grantor Debt

Tips and Tricks for Grantor Trusts

Business Succession Planning

Avoiding Estate Recovery

The Best Financial Planning Vehicle: The CRT? The PIF? Both?

Protecting Real Property in an Elder Law Context

Speaker Series-Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice

South Carolina Bar Al Todd Estate Planning Workshop

North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program