By Jonathan G. Blattmachr, JD, LLM, & Matthew D. Blattmachr, CFP® Although we all know the golden rule (“she who owns the gold, rules”) even applies in families, some may feel sufficiently confident in...
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Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low-interest rates and suppressed asset values. But there is much more to how GRATs should be used in...
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Given the current economy and the uncertainty of today’s political climate, many in the es-tate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer t...
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Welcome to Choosing the Right State for Your Trust. 3 strategies to help your clients save taxes with Rebecca Haines and Joseph Strazzeri. The three tools we will be discussing are decanting, trusts and incompl...
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Join Gideon Rothschild as we discuss what asset protection strategies to discuss with clients now. We discuss first the current situation regarding COVID-19 and US elections and how it may affect protection and...
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Join Jonathan G. Blattmachr as he discusses 8 Tech Traps and Tips Every Practitioner Must Know...
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Simply put, succession planning entails the steady process of identifying and training potential candidates to fill up key leadership roles in a company for the near future. For many family-run companies, ...
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Thank you for joining us for today's presentation on 2020 year-end estate planning strategies to implement now with Carlyn McCaffrey and Jonathan Blattmachr. Watch the video below. View PDF...
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Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP ele...
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