Tips and Tricks for Grantor Trusts
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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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.
Business Succession Planning
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.
Avoiding Estate Recovery
This session will explore the rules behind expanded estate recovery and the common tips and tricks to avoid estate recovery.
The Best Financial Planning Vehicle: The CRT? The PIF? Both?
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?
Protecting Real Property in an Elder Law Context
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.
SLATs and the Facts
This presentation will go through the “ok’s” and “not ok’s” of trusts created for other family members including a spouse and minor children.
(Reverse) Half a Loaf is Better Than None: Large Gift Strategies for Medicaid
This webinar will discuss the situations where you would use a reverse half a loaf plan, the different options for planning, and the mechanics of using a reverse half a loaf plan.
Current State of Asset Protection Trusts: Do’s and Don’ts
This presentation will cover primary purposes in creating a foreign or domestic (US) asset protection trust, how to weed out undesirable clients seeking property protection in a manner that may be fraudulent, how attorneys can avoid bar…
Exploring the ABLE Act
During this webinar we will review the terms of the Achieving a Better Life Experience Act (also known as ABLE). ABLE is new legislation passed in December 2014 which adds section 529A of the internal revenue code.