Sponsors: Boys Town, Peak Trust Company and Interactive Legal.
Boys Town’s motto is “Changing the way America cares for children and families.”
Speakers: Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. Jeremy Belsky for Boys Town will join.
Course Description: 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 blueprint for a Democratic tax proposal should there be a change in administrations in Washington in 2020 and what practitioners should advise clients to do now. Several recent malpractice cases will be reviewed with an emphasis on practical steps practitioners in all disciplines, but especially estate planning attorneys, should take now to modify how they practice in light of the issues and risks of those cases (regardless of how they are resolved). New data on elder financial abuse and steps to help clients will be discussed. Cases and rulings on a wide array of topics including decanting, GST planning, charitable deductions, and much more will be discussed. Attendees will receive a 100+ page analysis of new developments January to April 2019 as well as the PowerPoint presentation.
A Certificate of Attendance will be provided but no formal CPE or CLE credits are given.