Webinars - 60 min
In this webinar we discuss 2022 estate planning and year end considerations, including: Pros and cons of annual gifts and nuances such as GST implications Whether practitioners should encourage clients to take ..."Read More"
If you have heard of Private Placement Life Insurance, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How Private Placement Life Insuranc..."Read More"
This webinar discusses important planning issues and options that are often overlooked in a “typical” Spousal Lifetime Access Trust plan, including: Enhancing access to SLAT assets by using SPAT and DAPT va..."Read More"
This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ..."Read More"
In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura..."Read More"
Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei..."Read More"