Planning for Business Exits
Learn how to move from corporate status to a partnership once the tax benefits of being a C corporation has run its course.
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Hot Topics
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.
Family Meetings: They are not what you might think they are!
The key to a family’s success is family education and trust building through an organized and prioritized family meeting process.
Estate Planning for Scientologists
This installment will explain how estate planners might modify planning and documents for a client who is a member of the Church of Scientology.
Planning for Larger Estates: Updates on Planning for Larger Estates, Additional Trust Planning, and…
In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.
Estate Planning for the Muslim Client
This installment will provide a practical survey of the many areas of estate and related planning where practitioners can address the religious concerns of Muslim clients.
Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of…
This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act.
Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites
Do law firms fall under the ADA website accessibility and compliance rules, standards, and case law? What about small law firms? In short, the answer is YES!
Catholic Estate Planning
Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Provisions in living wills addressing end-of-life decision making, pregnancy, and more should be considered in light of Church…
Kaestner and State Income Taxation of Trusts
You are invited to listen to a complimentary in-depth discussion regarding the Kaestner opinion, where our three leading experts will provide explicit recommendations on structuring and administering trusts to avoid state tax on trust…
Christian Estate Planning
Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets…