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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

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All Access Pass Drafting Mini Webinars On-Demand Roundtable

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The Importance of Tax Free Returns in Building Wealth

Jonathan G. Blattmachr Esq. and Jeff Glickman Mar 27, 2017

In this 60-minute presentation, Jeff Glickman and Jonathan Blattmachr will discuss the varied vehicles for growing significant estates, and cover principles that are widely applicable for advising clients who are focused on building wealth.

Collaboration of the Estate and Financial Planning Team

Martin M. Shenkman Esq. and John Warnick Feb 7, 2017

Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more.

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Installment Sales to Grantor Trusts: When to Use This Strategy and How Best to Structure It

Jonathan G. Blattmachr Esq. Feb 6, 2017

Join us for a robust discussion on whether this transfer tax planning strategy is one to keep in mind for your clients as we await potential transfer tax planning developments from Congress and the new administration.

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Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Dec 12, 2016

President-elect Trump has proposed repealing the estate and gift tax. The best approach is to consider what repeal of the estate tax might mean, how it would affect clients with estate planning that is in process now, and how it may affect…

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Year-End and Post-Election Planning

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Nov 9, 2016

Join Jonathan Blattmachr and Martin Shenkman for a discussion of the year-end planning strategies you should be considering for your clients.

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IRC 2704 Regulation Changes

Jonathan G. Blattmachr Esq. and Professor Mitchell M. Gans Aug 26, 2016

This webinar, jointly presented by Interactive Legal and Peak Trust Company, by Jonathan G. Blattmachr and Mitchell M. Gans, will discuss the proposed Section 2704 regulations issued earlier this month.

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Cross-Border Estate Planning-What every Domestic Estate Planner Needs to Know

Gideon Rothschild Esq. Aug 10, 2016

This session will begin with a primer on planning for foreign clients who have domestic property or U.S. beneficiaries, including steps that should be taken if the client intends to immigrate to the United States

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NFA Trusts: The Benefits of Adding Them to Your Practice and Why They Remain Popular

Sean P. Healy Esq. May 26, 2016

Learn the basics about National Firearms Act Trusts and how they can add value for your clients and your practice.

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What We All Need to Know about the Charitable Income Tax Deduction for Estates and Trusts

Jonathan G. Blattmachr Esq. Apr 21, 2016

This webinar will explore the charitable income tax deduction for trusts and estates and also explain how a trust or estate can obtain a charitable deduction even if the governing instrument does not provide for any payment to charity.

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Stopping Will Contests Before They Start

Jonathan G. Blattmachr Esq. and Richard W. Hompesch II Esq. Mar 29, 2016

This presentation will cover ways in which will contests, challenges to trusts, and other disputes in estate and trust administration can be thwarted and resolved without lengthy court battles.

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