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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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Choate on Cares: Helping Clients Navigate Two New Planning Scenarios

Natalie B. Choate Esq. May 8, 2020

Non ILS subscribers can rent this recorded webinar on-demand. Join Natalie Choate for a discussion of the new CARES Act, which impacts retirement benefits in two important ways – minimum distributions are “cancelled” for 2020, and special tax breaks are permitted for coronavirus-related distributions.

Core Estate Planning Documents During COVID

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq. Apr 28, 2020

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…

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Tech, Remote Work and More: What Estate Planners Need to Know

Jonathan G. Blattmachr Esq., Barron Henley Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Apr 27, 2020

How to work remotely – lots of practical tips from estate planners (with different views and approaches) and a tech expert to help you now.

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Achieving Peak Performance in a Challenging COVID World

Cassandra Carlopio, Martin M. Shenkman Esq. and Ben Utecht Apr 20, 2020

Gain insight from a leading authority on mindfulness, and the role it plays in achieving peak performance. Learn techniques to improve the power of presence, and focusing that energy in ways to fuel personal and professional performance.

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Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Apr 14, 2020

Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning. This presentation…

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Paycheck Protection Program of the CARES Act

Jonathan G. Blattmachr Esq., Robert S. Keebler CPA and Martin M. Shenkman Esq. Apr 13, 2020

This webinar will explore the rules, as updated now several times, and make practical suggestions on how to calculate your loan amount, how to disburse and administer the loan once you receive it, and how much of your loan can be forgiven.…

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Leading Clients Through Crisis with John C. Maxwell

John C. Maxwell, Jonathan G. Blattmachr Esq., Vanessa L. Kanaga Esq. and Daniel J. Scott Esq. Apr 9, 2020

We are currently living through UNPRECEDENTED and historical events that are economically and socially impacting our CLIENTS lives at the moment. The temporary uncertainty we and our clients are experiencing is NOT about Covid-19 virus as…

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Joint Trusts and Alaska Community Property Trusts

Jonathan G. Blattmachr Esq., Bethann Boudah Chapman Esq., Michael L. Graham Esq. and Abigail E. O'Connor Esq. Apr 1, 2020

This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates, and will also examine the Alaska Community Property Trust, and explain why it’s a relatively simple thing to…

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How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

Jonathan G. Blattmachr Esq., Martin M. Shenkman Esq. and Barron Henley Esq. Mar 19, 2020

Health issues are without doubt of paramount importance for you and your practice, this webinar will explore steps you might consider for your practice and clients in light of the coronavirus.

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LGBTQ Planning

Steven Kriz Esq. JD LLM, Melisa Seyhun JD LLM and Martin M. Shenkman Esq. Feb 12, 2020

Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family? The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the…

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