Knowledge Base : Webinars

Trust Fundamentals

Estate Planning

Type of Trusts

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Webinars - 60 min

Asset Protection

This is the time to discuss lifestyle levels and why anyone needs to spend more than they can afford to for living....

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Webinars - 60 min

Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

This presentation 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 consideration of these newer d...

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Webinars - 62 min

Asset Protection for Physicians and their Practices Part 2

Second part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as determining how to best allocate assets as between a mar...

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Webinars - 62 min

Asset Protection for Physicians and their Practice Part 1

First part of a program presented for educational purposes about asset protection for physicians and their practices. In the video, we tackled topics as important needs for the successful physician family, maki...

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Webinars - 15 min

Decanting an Irrevocable Trust: A “Do-Over Trust”

When it comes to irrevocable trusts, many people believe you cannot make changes after it is established. However, that is not the case. You have the option to decant an irrevocable trust, which will allow you ...

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Webinars - 72 min

Curtailing Fiduciary Litigation

Jonathan Blattmachr and Layne Rushforth talk in this Webinar about curtailing fiduciary litigation. In the video below you'll be able to learn about types of disputes, litigation-curtailing options, planning ...

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Webinars - 76 min

Gun Trusts

All gun owners, whether a collector, enthusiast, or one just getting started with heavy ordinance, should consider a Gun Trust. A “Gun Trust” is a type of trust created by a weapon owner(a “grantor”) to...

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Webinars - 60 min

Special Needs Planning for the Disabled: Never Give Money Away

Some public benefits are granted based upon a clients disability status, income and/or financial resources. A disabled client who receives money or property from a settlement, judgement, gift or inheritance may...

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Webinars - 92 min

INGs- Extraordinary Planning Tool Webinar

Jonathan Blattmachr, Esq. William Lipkind, Esq. and Martin Shenkman, Esq. talk about INGS — extraordinary planning tool to reduce income tax....

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