The step-transaction doctrine is an essential yet often overlooked principle in estate planning and tax strategy. It allows the IRS to reclassify a series of formally separate steps as a single integrated trans...
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The Corporate Transparency Act (CTA) introduces complex reporting requirements that can significantly impact trusts. If a trust owns equity in a reporting company, individuals named as powerholders may face sub...
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Discover actionable insights for estate planning attorneys following the recent Republican victory. Our expert panel—featuring Martin Shenkman, Jonathan Blattmachr, and Robert Keebler—explores how the new p...
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Welcome to our in-depth exploration of Private Placement Life Insurance (PPLI), a sophisticated financial tool designed to help high-net-worth individuals achieve tax-free compounding growth. In this webinar, h...
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The Supreme Court's recent decision in the Loper Bright case, handed down in July, marks a pivotal shift in the interpretation and enforcement of federal regulations, including those under the Internal Revenue ...
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On this webinar we discuss The Federal Trade Commission's (FTC) new ruling which prohibits noncompete agreements. While this has been the subject of considerable discussion among employment and corporate atto...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, and Martin M. Shenkman review what was covered at the 58th Annual Heckerling Institute on Estate Planning. The Institute is the preeminent estate planning...
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On this webinar Abigail O'Connor, Jonathan Blattmachr, Chris Lauer, and Martin M. Shenkman have a "deep dive" discussion of the Corporate Transparency Act (CTA). They covered: A quick overview of the CTA (a br...
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On this webinar Christopher Lauer shared the requirements and practical steps estate planning attorneys need to consider before the Corporate Transparency Act (“CTA”) goes into effect on Jan 1, 2024. The...
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