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 - 92 min

INGs- Extraordinary Planning Tool Webinar

Jonathan Blattmachr, Esq. William Lipkind, Esq. and Martin Shenkman, Esq. talk about INGS — extraordinary planning tool to reduce income tax....

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Uncategorized - 15 min

Asset Protection Planning for Physicians

In this litigious era, individuals who are in high-risk professions, such as physicians, should consider asset protection strategies to safeguard their financial well-being.According to a recent study in the Ne...

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Articles - 15 min

8 Reasons to Consider a Corporate Trustee Company

By Matthew Blattmachr, CFP One of the many decisions that clients are faced with when creating a trust is “who will be the trustee(s) and should you use an individual or an institution?” This seemingly simp...

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Articles - 15 min

National Firearms Act (NFA) Trusts Basic Principles

It comes as a surprise to many people that federal law permits civilians to own machine guns, suppressors, short barreled rifles and shotguns, destructive devices, and “any other weapon” (exotic firearms li...

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Articles - 15 min

Benefits of US Trusts in International Planning – Foreign Trust Tips

One hallmark of an attractive trust jurisdiction, like Alaska and Nevada, are their comprehensive statutory laws governing trusts. In contrast, many non-U.S. jurisdictions rely more heavily on common law. This ...

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Articles - 15 min

Trusts: Not Just for the Wealthy

Many people associate trusts with the very wealthy, because they are often used in the media and pop-culture in the context of two other words: “fund” and “baby”. The reality is that a trust is a helpfu...

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Articles - 15 min

Real Estate Tax Deduction

Many deductions allowed to an individual for federal income tax purposes for certain expenses or costs incurred have been permanently eliminated, or suspended or limited until 2026 by the 2017 Tax Act(“Act”...

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Webinars - 94 min

Tax Cuts & Jobs Act: Impact on Estate Planning & Ancillary Planning Areas

On Dec. 20, 2017, the House of Representatives passed, as the Senate had done a few days earlier, legislation called the “Tax Cuts and Jobs Act,”. Although it has been delivered to President Trump, he lik...

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Uncategorized - 15 min

Powerpoint: Planning in Politically Uncertain Times, Jonathan Blattmachr

“The estate tax repeal is the art of the deal giveback. I’m glad the president had the foresight to put this in his plan —it actually shows his unselfishness. By design, he’ll take the incoming fire fro...

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