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 - 76 min

Gun Trusts

All gun owners, whether a collector, enthusiast, or one just getting started with heavy ordinance, should consider a Gun Trust. A “Gun Trust” is a type of trust created by a weapon owner(a “grantor”) to...

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Webinars - 60 min

Special Needs Planning for the Disabled: Never Give Money Away

Some public benefits are granted based upon a clients disability status, income and/or financial resources. A disabled client who receives money or property from a settlement, judgement, gift or inheritance may...

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Videos - 15 min

Note Sale Transaction Tips

Jonathan Blattmachr and Martin Shenkman discuss note sale transactions, their history, concepts and tips from experts in the subject....

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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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