Estate Tax Planning

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.

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…

This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act.

With the current high Federal estate tax exemption, many estate plans have no need for estate tax planning. For that reason, many InterActive Legal subscribers have been able to ignore the interview screen titled “Tax Planning” when…

With the estate, gift and GST exemption at nearly $11.5 million and scheduled to grow until 2026 when they will be cut in half, few advisers are focusing on wealth transfer tax planning for their clients.

This article discusses the "special power of appointment trust," designed to provide asset protection while providing a means for the grantor to benefit from the trust property, should the need arise.

In this webinar, we will look at the Tax Planning screen in greater detail, and examine how the questions asked there relate to provisions in the final document.

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…

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.

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