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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

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 analyzing this matter. This issue seems to stir up as many opinions and strong emotional reactions today as it did…

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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Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

Jonathan G. Blattmachr JD, Edwin P Morrow III Esq. and Martin M. Shenkman Esq. Mar 27, 2023

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use the exemption before it is reduced by half in 2026, the issue of access to SLAT assets is key. Those with sufficient wealth may avoid any…

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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute

Jonathan G. Blattmachr JD, Abigail E. O'Connor, JD and Martin M. Shenkman Esq. Jan 31, 2023

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. …

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Year-End 2022 Estate Planning

Jonathan G. Blattmachr JD and Martin M. Shenkman Esq. Dec 22, 2022

Year-end tax planning for 2022 is different from prior years. Practitioners might recommend traditional annual gift planning but for some (perhaps many) clients, annual gifts may not be worthwhile.

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Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!

Jonathan G. Blattmachr JD and Martin M. Shenkman Esq. Sep 21, 2022

Asset protection planning remains vital for many if not most clients. For the past few years, clients have been hyper-focused on planning for tax changes that have not happened, practitioners should re-focus clients on the importance of…

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Helping Families Deal with LGBTQ Issues

Vanessa L. Kanaga Esq., Elizabeth Schwartz and Timothy Volk Sep 14, 2022

Advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with LGBTQ members. Because societies have historically discriminated against LGBTQ individuals, advisors need to have emotional…

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Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

Tom Lambotte and Martin M. Shenkman Esq. Sep 8, 2022

Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three lawyers has suffered a data breach at the hands of cybercriminals, according to the ABA’s annual TechReport.…

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Make More Money: Automate Drafting Estate Planning Documents

Deirdre Wheatley-Liss Esq. and Martin M. Shenkman Esq. Aug 9, 2022

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable. With…

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Hot Topics

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

Back Door Slats – Issues When the Grantor Becomes a Beneficiary or Appointee

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute

Year-End 2022 Estate Planning

Current SLAT Planning Ideas to Better Serve Clients, SECURE Exemption, and More!

Helping Families Deal with LGBTQ Issues

Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

Make More Money: Automate Drafting Estate Planning Documents

Schenectady County Bar Association’s T&E and Elder Law Seminar

Mental Health and Professional Advisers Part 1: It’s Not Only About Clients!

Mental Health and Professional Advisers Part 2: A Spouse’s Perspective