Great risk and greater uncertainty due to the pandemic often means lower values and greater valuation discounts. In the current economic environment, investors face unprecedented degrees of risk and uncertainty...
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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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