Browsing Tag

Section 2704

Year-End and Post-Election Planning

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Nov 9, 2016

Join Jonathan Blattmachr and Martin Shenkman for a discussion of the year-end planning strategies you should be considering for your clients.

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IRC 2704 Regulation Changes

Jonathan G. Blattmachr Esq. and Professor Mitchell M. Gans Aug 26, 2016

This webinar, jointly presented by Interactive Legal and Peak Trust Company, by Jonathan G. Blattmachr and Mitchell M. Gans, will discuss the proposed Section 2704 regulations issued earlier this month.

Legal Knowledgebase

Sample Letter to Clients Regarding Proposed 2704 Regs.

Martin M. Shenkman Esq. Aug 1, 2016

This is a sample letter to clients alerting them to the potential changes in estate planning opportunities due to the proposed Treasury Regulations under I.R.C. section 2704.The letter provides an example of a client-friendly explanation of…