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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

Using Tech to Improve and Grow Your Estate Planning Practice

Betsy Ehrenberg, Vanessa L. Kanaga Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Jan 29, 2019

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other technologies are just being adapted by professionals. The focus of this program will be practical discussions of how…

How to Protect Your Law Practice Against Emerging Cyber Security Threats

Audrey Ehrhardt Esq. Nov 7, 2018

When it comes to cyber security, there is a tremendous emphasis on protecting your clients’ confidential and financial information. What this emphasis doesn’t address, however, is the question of who is protecting you and your firm?

Hot Topics

Section 199A Proposed Regulations: A First Look

Jonathan G. Blattmachr Esq., Alan S. Gassman Esq. and Martin M. Shenkman Esq. Aug 9, 2018

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal…

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Estate Planning Retainer Agreements/Engagement Letters

Martin M. Shenkman Esq. and Sandra D. Glazier Esq. Jul 12, 2018

Retainer agreements are critical to establish and document the understanding the practitioner has with the client. What should practitioners consider including in a retainer agreement?

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Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Abigail E. O'Connor Esq. Mar 26, 2018

This webinar will explain why, with such high temporary estate tax exemptions, Domestic Asset Protection Trusts (“DAPTs”) are a vital planning tool for many clients and how DAPTs can be used to increase the early use of the exemptions.

Hot Topics

Tax Cuts and Jobs Act: Part 2

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Joy Matak JD LLM Jan 8, 2018

This is the second webinar discussing the Tax Cuts and Jobs Act, which President Trump signed into law on December 22, 2017 making massive changes to personal and estate tax rules.

Hot Topics

Tax Cuts and Jobs Act: Part 1

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Joy Matak JD LLM Dec 28, 2017

President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, and estate tax rules. Every aspect of planning will be affected.

Hot Topics

Family Entities, 2036, and Powell

Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Howard M. Zaritsky JD LLM Nov 3, 2017

In this webinar, the panelists will analyze the Powell case and provide their insight on how it may impact estate planners advising existing family entities.

Hot Topics

Secure Practice Management: The Tools You Need to Protect and Grow Your Successful Law Practice

Audrey Ehrhardt Esq. and Deborah Tesser Esq. Jul 19, 2017

Join our guest presenters as they share best practices, insights and solutions to manage, protect, and grow a successful law practice in today’s day and age!

Hot Topics

The 3 Biggest Cyber Security Threats to Your Law Practice

Audrey Ehrhardt Esq. May 24, 2017

Attendees will learn the 3 most frequently seen attacks on law practice digital technology today including ransomware, third party hacking and employee error, and how to prevent them.

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Hot Topics

Using Tech to Improve and Grow Your Estate Planning Practice

How to Protect Your Law Practice Against Emerging Cyber Security Threats

Section 199A Proposed Regulations: A First Look

Estate Planning Retainer Agreements/Engagement Letters

Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

Tax Cuts and Jobs Act: Part 2

Tax Cuts and Jobs Act: Part 1

Family Entities, 2036, and Powell

Secure Practice Management: The Tools You Need to Protect and Grow Your Successful Law Practice

The 3 Biggest Cyber Security Threats to Your Law Practice

2024 NAELA Annual Conference & Pre-Programs

Schenectady County Bar Association’s T&E and Elder Law Seminar

New Estate Planning Client Walkthrough