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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 On-Demand Roundtable

Hot Topics

2022 Heckerling Round-Up!

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Apr 21, 2022

The 56th Annual Heckerling Institute of Estate Planning took place at the end of March, and as we have in prior years, InterActive Legal is proud to present its yearly round-up of the best topics that were discussed. The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust…

Split-Dollar Life Insurance Planning After the Levine Case

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Lawrence M. Lipoff CPA Apr 5, 2022

A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, February…

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What’s New at InterActive Legal – A Virtual Event During Heckerling

Elizabeth Q. Boehmcke Esq., Teresa L. Bush Esq. and Vanessa L. Kanaga Esq. Mar 30, 2022

So much time has passed since we were able to meet live at the Heckerling conference with both current subscribers and soon-to-be subscribers, and in that time, InterActive Legal has added many new options, documents, and content. As we…

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What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Natalie B. Choate Esq. Mar 25, 2022

Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…

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Administration of Irrevocable Trusts: Practical Tips for Practitioners

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Thomas A. Tietz Mar 9, 2022

How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts? What preliminary steps might be helpful to take to guide clients on proper trust…

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ESG Investing in Trusts

InterActive Legal Mar 1, 2022

InterActive Legal CEO, Vanessa Kanaga moderates a WealthManagement.com webinar on ESG Trusts (Environmental, Social, and Corporate Governance). Topics will include a brief history of ESG investing, the current framework for choosing and…

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Understanding Life Insurance: And No, It is Not Boring: Practical Discussion of Insurance…

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Feb 23, 2022

Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least understood properties with which…

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Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

Douglas Blattmachr, Jonathan G. Blattmachr Esq., Elizabeth Q. Boehmcke Esq. and Martin M. Shenkman Esq. Feb 10, 2022

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…

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GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

Jonathan G. Blattmachr Esq., Scott Nammacher Esq. and Martin M. Shenkman Esq. Jan 27, 2022

Chief Counsel Advice 202152018 (“the CCA”), released on December 30, 2021, has a critical impact on grantor retained annuity trusts (GRATs). The CCA addresses a common valuation challenge: what consideration should be given to a potential…

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Smaldino: Recent Tax Court Case Has Important Lessons on How to do Estate Planning Right!

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Dec 1, 2021

In a recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021, has lots of important lessons on how to do an estate plan properly. These lessons are particularly important for those that…

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Hot Topics

2022 Heckerling Round-Up!

Split-Dollar Life Insurance Planning After the Levine Case

What’s New at InterActive Legal – A Virtual Event During Heckerling

What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Administration of Irrevocable Trusts: Practical Tips for Practitioners

ESG Investing in Trusts

Understanding Life Insurance: And No, It is Not Boring: Practical Discussion of Insurance…

Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

Smaldino: Recent Tax Court Case Has Important Lessons on How to do Estate Planning Right!

Creating and Using Custom Profiles – the Best Drafting Tool in your Practice System

South Carolina Bar Al Todd Estate Planning Workshop

North Carolina Bar 44th Annual Estate Planning & Fiduciary Law Program