Trusts: Planning and Drafting for Divorce. In an equitable distribution jurisdiction, the court may fashion a remedy it deems appropriate for the circumstances of the parties. Even if you say all the assets of ...
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Join Beth Chapman and Jonathan Blattmachr on this Peak Trust Company podcast on why you should use Alaska as your estate planning jurisdiction. Hear about the benefits of Alaska estate planning and what makes A...
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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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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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Beth Shapiro Kaufman talks about why you should not undermine your 709. Beth addresses who needs to file, annual exclusion gifts, special rules for 529 plan contributions and for gift splitting, making QTIP ele...
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This presentation will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer d...
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Litigation relating to estate planning seems to be increasing all over the country, and it is not limited to large estates. Proactive steps can be taken now to drastically reduce the chances of your clients' wi...
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Marriage and Family law Estate Planning Alternative Dispute Resolution Should an Attorney Address Religious Considerations? The Goal of Estate Planning...
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For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One ph...
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