GRATs – How To Use and Structure GRATs in Late 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low interest rates and suppressed asset values.
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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
Practitioners have had to reimagine their firms with remote work environments, and soon a new form of office environment that will include remote work. Practitioners must balance the needs of the partners and staff with the safety and…
Valuations and Estate Planning: Impact of COVID
What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis?
How I am Changing My Practice, Client Meetings, Client Planning, and More to Address Coronavirus
We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planning professionals, as well as their families, finances, and our country, will continue for some…
SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.
SLATs: How to Plan and Draft One of the Most Useful Documents for Married Clients
Spousal Lifetime Access Trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020.
The Secure Act
What is the Secure Act and how did it affect the designation of beneficiaries for retirement plans and IRAs?
Elimination of the lifetime stretch (payout) of IRA benefits for most beneficiaries.
Exceptions for Eligible Designated…
Tech and Remote Work: More Practical and Actionable Tips
Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now?
Marketing Your Practice in times of Crisis, Fear, and Uncertainty
A global pandemic reminds us that now is a time when clients need the services of trusts & estates, elder law and special needs attorneys more than ever. The urgency to address one’s estate planning needs has been felt by many. Some…
Core Estate Planning Documents During COVID
Every practitioner is familiar with the common or “core” estate planning documents: powers of attorney, living will, health care proxy, will and revocable trust. But how might Covid-19 uniquely impact provisions in, and planning for, these…
