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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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...
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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...
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Looking to understand Private Placement Life Insurance (PPLI)? Listen to this podcast from Peak Trust Company featuring Matt Jones, President of Legacy Capital, as he discusses the fundamentals of Private Place...
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This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...
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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 ...
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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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