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Name: Administration of Irrevocable Trusts: Practical Tips for Practitioners
Start: 2022-03-09T16:00:00-05:00
End: 2022-03-09T17:30:00-05:00

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Administration of Irrevocable Trusts: Practical Tips for Practitioners

March 9, 2022 @ 4:00 pm – 5:30 pm EST

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Thomas A. Tietz

How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts? What preliminary steps might be helpful to take to guide clients on proper trust administration? How can advisers facilitate more accurate and efficient trust administration? In this webinar, specific practical steps practitioners can use will be illustrated and explained.

• What should be done to improve the administration of grantor versus non-grantor trusts?

• How should swap and loan powers be administered?

• How should disclaimer and valuation adjustment mechanisms (used in many recent irrevocable trusts) be dealt with?

• What special considerations of 2021 planning should be reflected on 2021 gift tax returns?

• What ancillary documentation should be addressed to support various planning techniques?

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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.

Webinar Sponsors

Jonathan G. Blattmachr Esq.

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

Martin M. Shenkman Esq.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Thomas A. Tietz

Thomas A. Tietz is an associate with Martin. M. Shenkman, P.C. concentrating on estate and tax planning, planning for closely held business, and estate administration, working with clients to understanding their needs based upon their family makeup, financial situation, wishes and implementing their planning.