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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.
Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax &…
The Notre Dame Tax & Estate Planning Institute will be broadcast virtually in October. This webinar will give practitioners a preview of some of the many topics to be addressed at this year’s Institute.
Single Clients: Planning Considerations
Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…
Addictions and Impaired Clients: Estate and Related Planning Considerations
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant…
The ABCs of Estate Planning for Retirement Benefits in a Post-SECURE World
Non ILS subscribers can rent this recorded webinar on-demand. The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.…
Heckerling Review Webinar – 2021 Roundup Of The 55th Annual Heckerling Institute On Estate…
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. Jonathan G.…
Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners
Matrimonial Issues and Trust Planning: Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.
Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents
Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice.
The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be…
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon death, subject to limited exceptions. It would be retroactive…
Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now
What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now. While it is impossible to forecast what tax and expenditure changes will…
Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the assets involved.