Knowledge Base : Webinars

Webinars - 15 min

Estate Planning for the Muslim Client

Marriage and Family law Estate Planning Alternative Dispute Resolution Should an Attorney Address Religious Considerations? The Goal of Estate Planning...

"Read More"

Webinars - 64 min

Estate Planning Roadmap 2019-2020

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challeng...

"Read More"

Presentations, Webinars - 1 hr 7 min

Catholic Estate Planning

Watch the video below on Catholic Estate Planning. we make clear why it is important for estate planners to be mindful of how Catholic religious imperatives and views affect financial and estate planning. View ...

"Read More"

Webinars - 65 min

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust...

"Read More"

Presentations, Webinars - 64 min

Christian Estate and Financial Planning

Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious ...

"Read More"

Webinars - 90 min

Current Developments Jan-Apr 2019, New Ideas and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a bl...

"Read More"

Webinars - 66 min

Building Your Estate Planning Practice- Marketing Services to Clients Not Paying Estate Tax

Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the 'fee-only' financial planning profession over the last 40 years as a practice o...

"Read More"

Webinars - 90 min

Heckerling Review

The actual rule is if you can provide some information you shift the burden back ti IRS for the IRSD to have to present a different basis analysis....

"Read More"

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 ...

"Read More"