This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ...
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In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura...
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Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei...
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Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorably) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least underst...
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This webinar “Flexible Beneficiary Trusts” – covers a trust strategy for keeping assets protected from creditors and potential spendthrift beneficiaries while taking advantage of the generally lower incom...
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This webinar examines the proposed $3.5 trillion spending plan proposed by The House Democrats, and the tax implications. To support that package, the Democrats have proposed tax increases to fund a large porti...
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A large portion of the population in the United States is single. Even when a single/unmarried individual may not have family to consider, estate planning is still important. In addition to tax planning and wil...
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Planning Considerations for Single Clients This webinar provides a review of many of the nuances of estate planning for single people. Over 50% of the population, about 125 million adults are single. That has...
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Join Amanda Koplin, LPC; Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. to discover Addictions and Impaired Clients: Estate and Related Planning Considerations. In this webinar, we will address the r...
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