Post Webinar Q&A Session

All Access Pass

ILS subscribers can join our webinar speakers for a live post webinar Q&A session. All Access Pass sessions will take place after the live webinar, and allow a longer time for questions to be posed, discussed, and answered by the presenters.

Drafting Hot Topics Mini Webinars On-Demand Roundtable

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Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

Natalie B. Choate Esq. Apr 27, 2023

With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of…
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What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Natalie B. Choate Esq. Mar 25, 2022

Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…
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Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

Douglas Blattmachr, Jonathan G. Blattmachr Esq., Elizabeth Q. Boehmcke Esq. and Martin M. Shenkman Esq. Feb 10, 2022

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…
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Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Flex Your Beneficiaries: How to Reduce Trust Income Taxes and Maintain Creditor Protection

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