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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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Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

Jonathan G. Blattmachr JD, Professor Mitchell M. Gans, Robert S. Keebler CPA and Martin M. Shenkman Esq. Jun 24, 2024

On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion in a closely held business valuation case that will have significant impact on many family and closely held businesses. (Connelly v. United States, U.S., No. 23-146, Opinion 6/6/24.) The case addressed the valuation of stock in a closely held business and held that the obligation…

What Happens When…An IRA is Payable to a Trust for Both Humans and Charities?

Natalie B. Choate Esq. Jun 17, 2024

Drafting trusts that will receive retirement benefits has been a challenge for estate planners, even before SECURE. And as we navigate the post-SECURE landscape, new drafting issues continue to arise. Some of those issues are helped along…

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Dementia and Dying in a Digital Age

Randi J. Siegel, MBA Jun 13, 2024

It’s been more than 30 years since the Patient Self Determination Act codified the use of advance directives in hospitals and other medical facilities. While traditional advance directives still serve an important role for your clients,…

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Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate…

Jonathan G. Blattmachr JD, Martin M. Shenkman Esq. and David J. Ritter, Esq. May 23, 2024

The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements. While this has been the subject of considerable discussion among employment and corporate attorneys, similar attention has yet to be given to this…

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

Jonathan G. Blattmachr JD, Abigail E. O'Connor, JD 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…

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A Deeper Dive Into The Corporate Transparency Act

Jonathan G. Blattmachr JD, Chris Lauer Esq., Abigail E. O'Connor, JD 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 JD, Abigail E. O'Connor, JD 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 JD, 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 JD, 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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Hot Topics

Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

What Happens When…An IRA is Payable to a Trust for Both Humans and Charities?

Dementia and Dying in a Digital Age

Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate…

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

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

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