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2025 Planning Review and Year End Planning Tips
December 18, 2025 @ 4:00 pm – 5:00 pm
Webinar Description
A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment.
Discussions will include:
- Roth conversions for large IRAs
- Pecuniary funding clauses in a volatile stock market and the importance of a 645 election
- Why a recent Delaware asset protection case should change how practitioners view trust planning
- Using AI to be culturally sensitive
- Defined value clause mistakes
- Basis planning with Community Property Trusts, GPOAs, and other techniques
- Florida now has a Series LLC statute but is it a trap for the unwary?
- The Rowland case and portability
- The Gali case and family loans
- and more
Meet Our Speakers
Jonathan G. Blattmachr, Esq.
InterActive Legal Advisor
Alan S. Gassman, Esq.
InterActive Legal Advisor
Robert S. Keebler, CPA
Keebler & Associates, LLP
Martin M. Shenkman, Esq.
InterActive Legal Advisor
Webinar Tips
- After registering, you will receive a confirmation email containing information about joining the webinar.
- Please note that space is limited in the live broadcast, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
- If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
- Visit our website event page to learn more about what is happening at InterActive Legal.
Webinar Sponsors
Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
