This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a bl...
"Read More"
When families think about estate planning, they usually focus on how to transfer financial assets, such as money, property, art, and other material assets. However, there is a critical element missing. When thi...
"Read More"
Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the 'fee-only' financial planning profession over the last 40 years as a practice o...
"Read More"
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....
"Read More"
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 ...
"Read More"
Statistics around legacy planning Specific process, Stages and timeline Benefits for the family Benefits for the advisor & attorney...
"Read More"
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...
"Read More"
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...
"Read More"
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 ...
"Read More"