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 ...
"Read More"
This webinar sets the stage with a review of split-dollar planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in the Levine ca...
"Read More"
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...
"Read More"
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...
"Read More"
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...
"Read More"
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...
"Read More"
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...
"Read More"
Estate Planning and Considerations For Single/Unmarried Clients Listen to the Podcast...
"Read More"
Planning Considerations for Single Clients This webinar provides a review of many of the nuances of planning for the single client. Over 50% of the population, about 125 million adults are single. That has in...
"Read More"