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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
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Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them

Jonathan G. Blattmachr JD and Martin M. Shenkman Esq.
Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation will discuss planning techniques that can be employed now to attempt to reduce taxes while maintaining access to…
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The SECURE Act: Decoded

Natalie B. Choate Esq.
Estate Planners are – perhaps surprisingly – starting off 2020 with a significant change in a major area of estate and financial planning. The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was enacted on December 20,…

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