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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On this webinar Robert Keebler, Professor Mitchell M. Gans, Jonathan Blattmachr, and Martin M. Shenkman discuss the Loper Bright Case, decided by SCOTUS at the beginning of July. This case overruled its 1984 ...
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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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By Brandon J. Cintula, CTFA, Jonathan G. Blattmachr, JD, LLM, and Abigail E. O’Connor, JD For 75 years, married couples in community property states have enjoyed a tremendous tax advantage when the first spou...
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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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