Join Amanda Koplin, LPC; Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. to discover Addictions and Impaired Clients: Estate and Related Planning Considerations. In this webinar, we will address the r...
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Trusts: Planning and Drafting for Divorce. In an equitable distribution jurisdiction, the court may fashion a remedy it deems appropriate for the circumstances of the parties. Even if you say all the assets of ...
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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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The TCJA doubled the Basic Exclusion Amount and GST exemption in 2018-2025 ($10,000,000 in 2011 dollars) In 2026 the exemptions revert to pre-TCJA law (5,000,000 in 2011 dollars) Give the success of Democrats i...
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Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as...
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Internet Privacy What personal information is available on the Internet? What can be done to remove it? How can we protect our clients against having their information on the Internet in the first place?...
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Hear from Jonathan E. Gopman, a partner at Akerman Tax, Trusts, and Estates, on Creative Planning with Completed Gift Self-Settled Dynasty Trusts. He discusses why you would want to use a completed gift self-se...
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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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The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it...
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