By Brandon J. Cintula, CTFA, Jonathan G. Blattmachr, JD, LLM, and Abigail E. O’Connor, JD For 75 years, married couples in community property states have enjoyed a tremendous tax advantage when the first spou...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, and Martin M. Shenkman review what was covered at the 58th Annual Heckerling Institute on Estate Planning. The Institute is the preeminent estate planning...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, Chris Lauer, and Martin M. Shenkman have a "deep dive" discussion of the Corporate Transparency Act (CTA). They covered: A quick overview of the CTA (a br...
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On this webinar Christopher Lauer shared the requirements and practical steps estate planning attorneys need to consider before the Corporate Transparency Act (“CTA”) goes into effect on Jan 1, 2024. The...
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We sat down with David Reynolds, CFP®, CLU and Chief Marketing Officer from Spearhead Administrative Services and Brian Sak CFP®, CLU®, ChFC® and Managing Partner at Granite Harbor Advisors to discuss how ...
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On this webinar we discuss how Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients plan to use exemptions before it is reduced by half in 2026 the issue of access to SLAT ...
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We sat down with Christopher P. Lauer, Attorney at Manley & Brautigam, P.C. to discuss the Corporate Transparency Act (CTA), and how it will affect estate planning attorneys. Our conversation covered: What...
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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 ...
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We sat down with Shane Jasmine Young, Attorney and Founder of Young Law Group, to discuss estate planning for families and estate planning for business owners. Our conversation covered: Common misconceptions ab...
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