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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

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.

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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The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be…

Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq. Apr 26, 2021

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…

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Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now

Jonathan G. Blattmachr Esq., Robert S. Keebler CPA, Joy Matak JD LLM and Martin M. Shenkman Esq. Apr 12, 2021

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…

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Hot Topics

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

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be…

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now

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