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Mini Webinars

InterActive Legal and LawEasy have partnered to create mini webinars that simplify the complex world of law, with an emphasis on estate and personal planning.

These mini webinars are presented by InterActive Legal co-founder, Jonathan G. Blattmachr, and InterActive Legal Advisor, Martin M. Shenkman, with guest appearances from other subject matter experts.

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Mini Webinars

Corporate Transparency Act: Steps to Take in 2023

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Dec 4, 2023

The Corporate Transparency Act (CTA) takes effect January 1, 2024. Every new entity will have to file information with FinCEN and if not face severe penalties. By 2025 all reporting entities will have to file. It is estimated that 32…

Mini Webinars

Introduction to the Corporate Transparency Act

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Nov 22, 2023

Mini Webinars

Choosing Situs for a Trust

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Apr 30, 2023

Situs refers to the state or jurisdiction whose law will control matters relating to a trust. There is no clear definition as to which state law will apply, which makes planning for situs important. You set up a trust in State A and say in…

Mini Webinars

Trust Protectors

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Apr 30, 2023

Trust protectors have become a common role in the modern trust. This video clip discusses this vital trust topic including powers to give to the protector, who might serve, state law considerations, whether the protector should act as a…

Mini Webinars

Trustee Selection

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Feb 15, 2023

Who should you name as a trustee of your trusts and why is this so important to the tax and legal results of your trust and overall estate plan? When should you use an institutional trustee, family trustee, or independent trustee, and what…

Mini Webinars

Powers of Appointment

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Feb 12, 2023

What are “powers of appointment?” What are the different types of powers of appointment? Why are these such powerful tools in estate and trust planning? How, when and why should the be used?

Mini Webinars

Tax Reimbursement Clauses

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Jan 26, 2023

What are tax reimbursement clauses in trusts? What are and what the benefit of having them included in a grantor trust? How might they help you financially if you are creating or have a grantor irrevocable trust? What are some of the…

Mini Webinars

Loans from Trusts

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Jan 24, 2023

When and why might an irrevocable trust make a loan to a beneficiary or the grantor who created the trust? Why would a trustee want to make loans from a trust to a beneficiary? What are the financial and tax consequences? What are the…

Mini Webinars

Bifurcation of Trust Functions

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Jan 22, 2023

What are some of the common ways to slice and dice trustee functions? Historically a trust typically had one position, a trustee. But modern trusts might include a bevy of different trustee or trustee-like functions including: General…

Mini Webinars

Spousal Lifetime Access (SLATS) Can Succeed

Martin M. Shenkman Esq. and Jonathan G. Blattmachr Esq. Nov 28, 2022

This video clip discusses the reality of SLATs and how to use them successfully.

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Mini Webinars

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