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Presentations, Videos

Recent Developments in Private Placement Life Insurance Structures

PPLI- Recent Developments and Planning Opportunities Structures...

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Presentations, Webinars - 1hr 38 min

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!

Planning now in light of Van Hollen’s STEP proposal, the Sanders’ proposal, various income tax proposals, and President Biden’s comments. Inter-relationship of income tax changes, Sanders and Van Hollen i...

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Presentations, Webinars - 73 min

Post-GA Runoff Election Estate Planning: What to Do For Clients NOW!

Biden is the President-Elect, and the House is Democratic. At this juncture, we now know that the Senate is split so that the tie vote is cast by Vice President-elect Harris How might this planning be modifie...

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Presentations, Webinars - 60 min

Current Estate Planning Opportunities: How to Have Your Cake and Eat it Too!

Great risk and greater uncertainty due to the pandemic often means lower values and greater valuation discounts. In the current economic environment, investors face unprecedented degrees of risk and uncertainty...

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Presentations, Webinars - 90 min

2020 Estate Planning Challenges & Opportunities

Thank you for joining us for today's presentation on 2020 year-end estate planning strategies to implement now with Carlyn McCaffrey and Jonathan Blattmachr. Watch the video below. View PDF...

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Presentations, Webinars - 60 min

Self Settled Life Insurance: A Viable Alternative?

Self-Settled Trusts Should Not Be Included in a Decedent's Taxable Estate - Analysis Section 2036(a)(1): Assets gifted by Decedent (in trust or otherwise) but Decedent retained for life: “The right to the i...

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Presentations, Webinars - 1 hr 13 min

A Disruption in Trust Taxation Kaestner & Paula Cases Reviewed

Taxpayers in high tax states (e.g. California, New Jersey, Illinois, Oregon) want to take advantage of zero tax states (e.g. Alaska and Nevada). Shifting income recognition...

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Presentations, Webinars - 15 min

Valuation and Estate Planning: Impact of COVID

In this video and presentation we tackled the following topics: Valuation date / transfer date considerations in light of COVID. Given the rebound in equity markets, has the opportunity for gifting passed? Im...

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Presentations, Webinars - 35 min

Legacy Planning Part 3: How Strong Families Survive Tough Times

Join Tom Rogerson, CEO from GenLegCo. and Matthew Blattmachr, CFP, CEO from Peak Trust Company discuss the third and final part of How Strong Families Survive Tough Times - Putting it into Practice (part 3 of 3...

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