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

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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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Defined Value Mechanisms

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Split Dollar Life Insurance

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Forms of Ownership

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Sales to Non Grantor Trusts

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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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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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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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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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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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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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