Library

Articles

Estate Planning in a Politically Uncertain, Economically Turbulent and Interest Rate Environment

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A New Direction in Estate Planning: North to Alaska

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Supercharged Credit Shelter Trust

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Alaska Adopts a New Trust Law

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Alaska Consensual Community Property Law and Property Trust

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IRS Rules Self-Settled Alaska Trust Will Not Be in Grantor’s Estate

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Avoiding the Adverse Effects of Huber

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The Uber Version of Estate Planning For Seniors a

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Does the New Alaska Trusts Act Provide an Alternative to the Foreign Trust?

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Grantor Trusts and Income Tax Reporting Requirements: A Primer

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Some Magical Aspects of Life Insurance

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Videos

Note Sale Transaction Tips

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Annual Exclusion Gifts

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AMY NORTON- Going Beyond the Transaction: Unlocking Long-term Influence with Clients and Families

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JONATHAN BLATTMACHR- Planning in politically uncertain, legally changing and economically turbulent times, including why the new Powell Decision is such bad news for family partnerships and ways to avoid it.

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CARLYN S. MCCAFFERY- Drafting Superior GRATs

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JONATHAN BLATTMACHR- Special Trusts and Special Things about Trusts for your Clients

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Defined Value Mechanisms

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Split Dollar Life Insurance

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BILL LIPKIND- Aspects of Private Placement Variable Life Insurance

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JEFF GLICKMAN– The Key to Building Great Wealth and Preserving It: High, Consistent Tax Free Returns and How to Achieve Them.

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DIANA S.C. ZEYDEL AND KAREN D. YARDLEY- S. Estate Planning for NonCitizens and NonResident Aliens

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STEVE OSHINS- Decanting and DAPTs

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Forms of Ownership

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Sales to Non Grantor Trusts

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SUSAN SMITH AND GREGORY GADARIAN- Asset Protection Strategies & Considerations in Wealth Preservations Planning

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STEVEN TRYTTEN –Trusts as Beneficiaries of IRAs and Retirement Plans

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Drafting Superior Trusts- Group Panel Discussion

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WILLIAM D. LIPKIND- Non-grantor Trusts w/ Settlor as Direct & Indirect Beneficiary

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White Papers & Presentations

Alaska’s Powerful Decanting Law: Amending Trusts Without Going to Court

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REASONS TO DECANT A TRUST

REASONS TO DECANT A TRUST

REASONS TO DECANT A TRUST

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Nevada and Alaska Advantages

Nevada and Alaska Advantages

Nevada and Alaska Advantages

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Peak Trust’s Family Legacy Planning

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Peak Trust Company Brochure

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Nevada Asset Protection Trust- Just Prudent Planning

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Legacy Planning: It’s More Than the Money

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Catholic Estate Planning

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How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address

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Paycheck Protection Program of the CARES Act

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Valuations and Estate Planning – Impact of Covid

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Legacy Planning Part 3: How Strong Families Survive Tough Times

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Don’t Undermine Your 709

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Eight Reasons to Consider a Corporate Trustee

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Powerpoint: Planning in Politically Uncertain Times, Jonathan Blattmachr

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Asset Protection Planning for Physicians

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Benefits of US Trusts in International Planning

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Estate Administration Checklist

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A New Direction In Estate Planning: North To Alaska

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Determining How and When to Gift Illiquid Assets

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Advantages of a Donor-Advised Fund as the Charitable Component of your Financial Strategy

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Asset Protection: Part 1

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USING OUT-OF-STATE TRUSTS TO ENHANCE YOUR PRACTICE

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Legacy Planning Part 1: How Strong Families Survive Tough Times

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A Disruption in Trust Taxation Kaestner & Paula Cases Reviewed

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2020 Estate Planning Challenges & Opportunities

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DIRECTED TRUSTS

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Real Estate Tax Deduction

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Trusts: Not Just For The Wealthy

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Special Needs Trusts

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NATIONAL FIREARMS ACT (NFA) TRUSTS BASIC PRINCIPLES

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DECANTING – Can Irrevocable Trusts be Changed?

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Christian Estate Planning

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Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

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Asset Protection: Part 2

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Top 4 reasons to do a Roth Conversion NOW

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Legacy Planning Part 2: How Strong Families Survive Tough Times

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Self Settled Life Insurance Trusts: A Viable Alternative?

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Webinars

Modern Uses of Trusts in Estate and Financial Planning
Speaker: Jonathan Blattmachr

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Secrets of the Ultra Wealthy

Secrets of the Ultra Wealthy

Curtailing Fiduciary Litigation

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Heckerling Review: February 2019

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Building Your Estate Planning Practice- Marketing Services to Clients Not Paying Estate Tax 

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INGs- Extraordinary Planning Tool Webinar

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Estate Planning Roadmap 2019-2020

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Shielding Estate Planning Against Litigation

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Asset Protection for Physicians and their Practice Part 1

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How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address

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Asset Protection

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Achieving Peak Performance in a Challenging Covid World

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Spousal Lifetime Access Trusts: A Key Planning Tool

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Legacy Planning Part 1: How Strong Families Survive Tough Times

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Legacy Planning Part 3: How Strong Families Survive Tough Times

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Self Settled Life Insurance: A Viable Alternative?

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8 Tech Traps and Tips Every Practitioner Must Know

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Year-End and Post-Election Planning Jonathan G. Blattmachr, JD and Martin M. Shenkman

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Tax Cuts & Jobs Act: Impact on Estate Planning & Ancillary Planning Areas

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Estate Planning and Charitable Giving Strategies

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Using Legacy Planning to Generate Client Relationships That Go Beyond the Transaction

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Kaestner Case and State Income Taxation of Trusts

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Christian Estate and Financial Planning 

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Estate Planning Roadmap 2019-2020 Part 2 

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Family Meetings

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Asset Protection for Physicians and their Practice Part 2

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Best Vehicles for Estate Tax Planning Now- And Best Way to Draft Them

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Asset Protection for Physicians with Alan Gassman

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Core Estate Planning Documents During Covid

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Using Out Of State Trust to Enhance Your Practice

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Legacy Planning Part 2: How Strong Families Survive Tough Times

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Valuation and Estate Planning: Impact of COVID

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Don’t Undermine your 709

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GRATs – How To Use and Structure GRATs in Late 2020

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Special Needs Planning for the Disabled

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Gun Trust Webinar

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Charitable Deductions for Estates and Trusts

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Decanting an Irrevocable Trust: A “Do-Over Trust

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Current Developments Jan-Apr 2019, New Ideas and More

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Catholic Estate Planning 

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Estate Planning for the Muslim Client

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Planning for Business Exits

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Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

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Paycheck Protection Program of the CARES Act

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Tech, Remote Work and More

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Tech and Remote Work More Practical and Actionable Tips

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Secure Act Financial

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Top 4 reasons to do a Roth Conversion NOW

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A Disruption in Trust Taxation Kaestner & Paula Cases Reviewed

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2020 Estate Planning Challenges & Opportunities

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Family Business Succession

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