Tag Archives: Estate Planning

Christian Estate and Financial Planning

Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious considerations? Is there “Christian” estate and financial planning? You can see the answers to these questions in the video below.

View pdf

Charitable Deductions for Estates and Trusts

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
  • How the Income Tax Deduction for Estates and Trusts Works
  • When it will be more efficient to Garner the Deduction from an Estate or Trust Rather than from an Individual
  • The Dangers of seeking a Deduction for a Charitable Contribution by an Estate or Trust which has Imputed income from a pass Thru Investment
  • Why you will want to Authorize Charitable Contribution in almost every trust you draft

Estate Planning and Charitable Giving Strategies

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 without having to give up on the new higher standard deductions.

– When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

See Video

Diana S.C Zeydel and Karen D. Yardley- S. Estate Planning for NonCitizens and NonResident Aliens

Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the preparation of wills, complex trusts, irrevocable insurance trusts, grantor retained interest trusts and other estate planning documents, structuring and creating family owned businesses such as family limited partnerships and limited liability companies and charitable planning, including the creation of charitable split interest trusts.

Diana S.C. Zeydel is global chair of the Private Wealth Services Practice and focuses her practice on estate and tax planning for high net worth individuals and families, including intra-generational wealth transfer strategies and business succession planning. Her practice includes planning for United States and non-United States citizens and residents. Diana also assists clients with litigated probate, trust, and guardianship matters, and represents clients before the Internal Revenue Service in matters involving fiduciary income tax and estate, gift, and generation-skipping transfer tax controversies. She represents corporate and individual fiduciaries in connection with the administration of estates and personal and charitable trusts. Diana also assists clients in preparing prenuptial and postnuptial agreements. She has participated in numerous projects involving governmental submissions in the estate, gift, and GST tax areas and serves as an expert witness in cases involving her practice areas.