Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other ...

Trust Fundamentals

Estate Planning

Type of Trusts

Current Events

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....

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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 - 15 min

Using Legacy Planning to Generate Client Relationships that Go Beyond the Transaction

Statistics around legacy planning Specific process, Stages and timeline Benefits for the family Benefits for the advisor & attorney...

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Webinars - 71 min

Charitable Deductions for Estates and Trusts

In this video, we will cover: Basics of Income Taxation of Estates and Non-Grantor Trusts Differences in the Income Tax Charitable Deduction for Individuals, of the One Site, and Estates and Trusts on the Other...

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Webinars - 15 min

Estate Planning and Charitable Giving Strategies

This webinar covers: - The intersection of charitable giving and estate planning including income tax and state estate tax reduction. - How one can obtain the full benefit of a significant charitable donation w...

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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 - 15 min

Secrets of the Ultra Wealthy

A term that explains how certain things go out of vogue and are replaced with another innovation or technology....

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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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