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

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. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long…

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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Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

Kim Kamin Esq., Sandra D. Glazier Esq., Roberta Kramer and Martin M. Shenkman Esq. Apr 1, 2021

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.

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The Great Divide– Personal Property and Tangible Assets in the Time of Covid and After

Susan Lipp, David MacMahan, Marlene Stum PhD and John Warnick Feb 18, 2021

The practical and emotional challenges of dividing personal property anytime, but especially with Covid restrictions on historical norms, and guidance for how to make the process transparent and efficient are real, and very often,…

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California Proposition 19 – What Estate Planners Need to Know

Teresa L. Bush Esq., Jonathan G. Blattmachr Esq. and Gerald E. Lunn Jr. Esq. Jan 13, 2021

As estate planners consider potential tax law changes that might occur at the federal level this year, one state is also dealing with a new property tax issue that could impact many clients owning real property in California.

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GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for This and Future…

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Jan 12, 2021

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be…

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Post-Election Estate Planning: What to Do For Clients In November and December of 2020

Jonathan G. Blattmachr Esq., Robert S. Keebler CPA and Martin M. Shenkman Esq. Nov 19, 2020

The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff…

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Hot Topics

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

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

Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

The Great Divide– Personal Property and Tangible Assets in the Time of Covid and After

California Proposition 19 – What Estate Planners Need to Know

GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for This and Future…

Post-Election Estate Planning: What to Do For Clients In November and December of 2020

22nd Annual New York Trusts & Estates Conference

Customizing your System for Success

2024 NAELA Annual Conference & Pre-Programs