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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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.
Tax Rules You Must Know When Using Trusts (Medicaid Planning or Otherwise)
Creating trusts for estate planning and Medicaid planning is an essential tool for every estate planning and elder law attorney. However, any time a trust is created, there are income tax consequences that could be both unexpected and…
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…
A Disruption in Trust Taxation—Kaestner & Paula Cases Reviewed
Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.
Snap, Crackle, Swap—More on the Substitution Power in Grantor Trusts
In late May, Paul Hood was joined on a webinar by Jonathan Blattmachr and Professor Mitchell Gans to extensively analyze the power to swap or substitute assets with a grantor trust. That presentation included more information than could be…
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?
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.
Snap, Crackle, Swap: The Substitution Power in Grantor Trusts
Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes.
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?
