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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

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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 sale in valuing an asset? Often there is a long continuum from no sale, to discussions with potential buyers,…

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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House Estate Tax Proposal Requires Immediate Action

Jonathan G. Blattmachr Esq., Robert S. Keebler CPA and Martin M. Shenkman Esq. Sep 30, 2021

Democrats have proposed tax increases to fund a large portion of that plan. The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system.

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Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax &…

Jerome Hesch Esq., Todd Ankatavanich J.D. LL.M., Jonathan G. Blattmachr Esq., Christopher J. Denicolo Esq., Alan S. Gassman Esq., Sandra D. Glazier Esq. and Martin M. Shenkman Esq. Aug 31, 2021

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.

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Single Clients: Planning Considerations

Jonathan G. Blattmachr Esq., Robert S. Keebler CPA, Rebecca Provder Esq. and Martin M. Shenkman Esq. Jul 28, 2021

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…

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Addictions and Impaired Clients: Estate and Related Planning Considerations

Jonathan G. Blattmachr Esq., Amanda Koplin LPC and Martin M. Shenkman Esq. Jul 14, 2021

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…

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The ABCs of Estate Planning for Retirement Benefits in a Post-SECURE World

Natalie B. Choate Esq. Jun 6, 2021

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.…

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Heckerling Review Webinar – 2021 Roundup Of The 55th Annual Heckerling Institute On Estate…

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Diana S. C. Zeydel Esq. May 17, 2021

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.…

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Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Jonathan G. Blattmachr Esq., Sandra D. Glazier Esq., Martin M. Shenkman Esq. and Susan Reach Winters Esq. May 10, 2021

Matrimonial Issues and Trust Planning: Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.

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Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. May 5, 2021

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.

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Hot Topics

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!

House Estate Tax Proposal Requires Immediate Action

Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax &…

Single Clients: Planning Considerations

Addictions and Impaired Clients: Estate and Related Planning Considerations

The ABCs of Estate Planning for Retirement Benefits in a Post-SECURE World

Heckerling Review Webinar – 2021 Roundup Of The 55th Annual Heckerling Institute On Estate…

Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents

NYSBA Trust & Estate Law Section 2023 Fall Meeting

Drafting “Separate” and “Single” Trusts in InterActive Legal

2023 Meritas Trusts & Estate Practice Group Meeting