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...
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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...
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Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorably) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least underst...
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This webinar “Flexible Beneficiary Trusts” – covers a trust strategy for keeping assets protected from creditors and potential spendthrift beneficiaries while taking advantage of the generally lower incom...
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This webinar examines the proposed $3.5 trillion spending plan proposed by The House Democrats, and the tax implications. To support that package, the Democrats have proposed tax increases to fund a large porti...
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Planning Considerations for Single Clients This webinar provides a review of many of the nuances of estate planning for single people. Over 50% of the population, about 125 million adults are single. That has...
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Join Amanda Koplin, LPC; Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. to discover Addictions and Impaired Clients: Estate and Related Planning Considerations. In this webinar, we will address the r...
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Trusts: Planning and Drafting for Divorce. In an equitable distribution jurisdiction, the court may fashion a remedy it deems appropriate for the circumstances of the parties. Even if you say all the assets of ...
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Planning now in light of Van Hollen’s STEP proposal, the Sanders’ proposal, various income tax proposals, and President Biden’s comments. Inter-relationship of income tax changes, Sanders and Van Hollen i...
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