EVENT CALENDAR

Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter important ethical issues.  This webinar will discuss the often-counterintuitive ethical traps and landmines that estate planners face when working with blended or stepfamily clients.

The 56th Annual Heckerling Institute of Estate Planning took place at the end of March, and as we have in prior years, InterActive Legal is proud to present its yearly round-up of the best topics that were discussed.  The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals.

A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, February 28, 2022. This webinar will set the stage with a review of split-dollar planning then analyze the case. This follows prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine case, and how that contrasts to what taxpayers did wrong in a prior case, Estate of Cahill, can be used to guide taxpayers contemplating such planning. But even better guidance is possible.

InterActive Legal's Featured Event during Heckerling 2022. 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.

Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues.  Proposed regulations were released in late February, ending the long wait.  Although the proposed regulations answer many questions, they also raise a few new wrinkles, and include some perhaps surprising provisions.  

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.