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- What You Must Know About Trust Fiduciaries
- Powers of Attorney: What You Must Know
- Unitrusts To the Rescue
- Solo Professional Practitioners (attorneys, doctors, others): Succession Planning
- Planning For Early Retirement Due to Health Challenges: Steps to Consider
- Dissolving an FLP/LLC – Can you have your Tax Cake and Eat it Too?
- Trust Administration: Trust Records Provide A Roadmap To Proper Trust Management Part 1
- Trust Administration: Trust Records Provide A Roadmap To Proper Trust Management Part 2
- Trust Administration: Trust Records Provide A Roadmap To Proper Trust Management Part 3
- It Looks Like a Loan, Quacks Like a Loan, But Do You Really Want it to be a Loan?
- The New World of Estate Planning
- Estate and Related Planning for those Living With Rheumatoid Arthritis
- Safe Powers of Attorney
- Termination of an Insurance Trust the Client no Longer Wants – What Considerations, Steps, and Tax Implications?
- Gifts under Powers of Attorney
- Trust Friendly States: Great Choice but You Can’t Always Get What You Want
- A Symphony of Collaboration is the Key
- Christian Estate Planning
- Catholic Considerations and Estate Planning
- Recent Massachusetts Trust Case Has Important Divorce Planning Lessons for All
- Pulmonary Hypertension: Estate and Financial Planning Considerations
- Basis Consistency Rules: New Proposed Regs Add to Complexity for Executors
- Uniform Trust Code – New Jersey’s New Law Affects All NJ Trusts
- Estate Tax Proposals: Clinton vs. Trump: What Actions to Take Now
- Charitable Planning Tips
- Proposed Regulations Will Zap Discounts – Wealthy Taxpayers Should Plan ASAP
- Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations
- Sample Letter Advisers Can Send Clients about 2704 Planning for 2016 Year End
- Proposed 2704 Regulations: Commercially Reasonable Restriction Exclusion” – What Might it Mean?
- Planning for 2704 Proposed Regs: Be Wary of the Step Transaction Doctrine
- Religion and Estate Planning
- Portability on a QTIP Only Estate Tax Return
- New Jersey Estate Tax to be Repealed
- Trump Wins, Republicans Control House and Senate, A Brave New World for Estate Planners
- Notre Dame Estate and Tax Institute – Planning Tips Summarized
- Webinar Materials: Estate Tax Repeal Is Not a Temporary or Permanent Certainty: How to Plan Now
- New Jersey (and Other) State Estate Tax Changes
- Hard to Figure: The Critical Importance of Current Continuous Estate Planning
- New Year’ Resolutions by an Estate Planner
- Impact of Federal Estate Tax Repeal (Part 2 of 4)
- Repeal and Uncertainty Impacts Estate Administration
- Communicating to Clients About Planning Uncertainty
- Collaboration of the Estate and Financial Planning Team – Webinar Materials
- Asset Protection Planning Continuum: Basics for Estate Planning Professionals – Webinar Materials
- Asset Protection Planning Continuum: Basics for Estate Planning Professionals – Updated Webinar Materials
- Pre- and Post-Nuptial Clauses to Address Trust Issues: Webinar Materials
- How NJ and Federal Estate Tax Changes May Wreak Havoc with Your Will
- Trust Owned Life Insurance (TOLI) Issues
- End of Life Medical Decisions: Assisted or Legal Suicide for the Terminally Ill
- When a Client Loses a Spouse/Partner – Free Webinar for Professional Advisers
- American Cancer Society Speaking Tour and Plug for NPAN
- Spousal Lifetime Access Trusts (“SLATs”) Provides Flexible Plan for Many Clients
- Trusts: Planning and Drafting for Divorce – Free Webinar
- Home Medical Expense Deduction: Sample Doctor’s Letter
- Technology, Ethics and Estate Planning Practice Management – Free Webinar
- Estate of Powell v. Commissioner: FLP Planning Lessons
- Relief for Missed Portability Elections
- Estate Planning Basics for Consumers
- Having Tough Client Conversations About Health Issues: A cancer diagnosis can affect estate and financial planning
- Guardian for Incapacitated Ward: Recent Case Highlights Issues to Consider
- Lack of Coordination: The Potential for Best Laid Plans to Go Awry
- Asset Protection Update: Curci Investments, LLC
- Crowdsource Funding to Help Victims of the California Fires, Las Vegas Massacre and Hurricanes
- House Proposed Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
- 43rd Annual Notre Dame Tax and Estate Planning Institute Day 1 Notes
- 43rd Annual Notre Dame Tax and Estate Planning Institute Day 2 Notes
- Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
- Heckerling Institute on Estate Planning 2018- Notes from Monday, January 22nd
- Heckerling Institute on Estate Planning 2018- Notes from Tuesday, January 23rd
- Heckerling Institute on Estate Planning 2018- Notes from Wednesday, January 24th
- Heckerling Institute on Estate Planning 2018- Notes from Thursday, January 25th and Friday, January 26th
- Summary of Selected Considerations After the 2017 Tax Act
- Using Multiple Entities to Reduce Income Taxes for Families Owning Personal Service Corporations Under Section 199A and Unique Concerns
- Toni 1 Trust v. Wacker – Reports of the Death of DAPTs for Non-DAPT Residents Is Exaggerated
- Send Client Letter About Self-Settled DAPTs Post Wacker
- Martin Shenkman’s Day 1 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute
- Martin Shenkman’s Day 2 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute
- Free Webinar: INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States
- Trusts and Related Planning Post 2017 Tax Act
- The Gumby Trust: Creating Flexibility
- The Uber Version of Estate Planning for Seniors
- Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting
- Video: Trust Planning in the Current Environment-Part 1
- Video: Trust Planning in the Current Environment-Part 2
- Four Workarounds to SALT Deduction Limits in Light of IRS Proposed Regulations
- Powerful Strategies For Charitable Giving After Tax Reform
- Charitable Giving: How To Save Tax Deductions Despite New Law
- Charity In The New Estate Tax Environment: How To Save Tax Deductions
- Can You Cut Income And Estate Taxes With A Trust Called An ING?
- Trusts, Buy-Sells, Prenups: A Rubik’s Cube Of Traps And Worries
- Estate Planning New Year’s Resolutions By An Estate Planner
- How To Ruin Your Estate Plan By Signing A Stupid “Standard” Form
- New Year’s Estate & Financial Planning Regulations
- Martin Shenkman’s 2019 Heckerling Notes
- Disinheriting an Heir
- Estate Planning Updates and Planning Nuggets January – April 2019
- The Bernie Sanders Estate Tax Proposal – Might it Foreshadow Future Democratic Proposals?
- Raia v. Lowenstein Sandler LLP – Thoughts on a Recent Malpractice Case
- Sanders Estate Tax Proposal: Estate Planning Steps to Take Now
- Estate Planning is Risky Business: What Should You Do?
- Protecting Aging And Infirm From Financial Abuse: Practical Steps To Take Now
- Does Your Estate Plan Fall Prey To 3 Big Tax Issues?
- Free Webinar: Current Developments Jan-Apr 2019, New Ideas and More
- Free Webinar: Christian Estate Planning
- Free Webinar: Kaestner Case and State Income Taxation of Trusts
- Catholic Estate Planning
- Estate and Tax Planning Roadmap for 2019-2020
- Intergenerational Split Dollar – Recent Adverse Decisions in Morrissette and Cahill, Where Do We Go from Here?
- When is Rental Real Estate a “Trade or Business” Under 199A?
- Free Webinar – Planning for Business Exits from C Corporations; Intrafamily Business Transactions; Other Developments – Wednesday, December 18, 2019 at 12:00 PM EST
- SECURE Act’s New IRA Rules: You Might Need To Change Your Estate Plan
- Don’t Leave It All on the Field – Why Athletes Require Special Planning
- Martin Luther King Day – Do More than Observe It
- SECURE Act – Planning Ideas for Practitioners to Consider
- Estate Planning Before 2020 Election: Maybe Only One Spouse Should Make Gifts
- Changing Domicile: Tech And New Social Norms Change The Steps You Should Document
- Estate and Tax Planning Roadmap for 2019-2020
- Document Assembly Systems: Friend or Foe?
- Effective Planning for a Family With Special Needs Considerations
- Team Culture – Achieving the 5Cs of teaming and value-add for clients
- Trust Planning After the New Tax Law
- The Gumby Trust: Creating Flexibility Fourteen recommendations to consider for our exponentially changing world
- How ING Trusts Can Offset Adverse Effects of Tax Law: Part I: Completed gifts or not, their time has arrived
- Boomers and Beatles: Planning for “When I’m 64”
- Powers of Attorney for Our Aging Client Base: Ancillary steps to enhance the agent’s function and prevent abuse
- Catholic Considerations and Estate Planning
- Planning in a Time of Uncertainty: Part I
- Planning for an Individual With Asperger Syndrome
- Psychological Issues of Bequests
- Planning in a Time of Uncertainty: Part II
- Joint/Dual Representation: Add protections to your retainer agreements to reflect challenges involved
- Legacy Planning Teams: Lessons learned from family offices, private banks and best-of-breed teams of independents
- Trust Planning After the New Tax Law: New perspectives that may be useful to some clients
- Estate Planning in the New Tax and Societal Environment: A holistic, yet practical, view of recent changes
- How ING Trusts Can Offset Adverse Effects of Tax Law: Part 2 – Gift tax and other issues
- DAPTs & Klabacka: At the Intersection of Estate Planning and Family Law
- Summary of Selected Considerations After the 2017 Tax Act
- Ketron: Using Multiple Entities to Reduce Income Taxes for Families Owning Personal Service Corporations Under Section 199A and Unique Concerns
- Toni 1 Trust v. Wacker: Reports of the Death of DAPTs for Non-DAPT Residents Is Exaggerated
- Intergenerational Split Dollar, Recent Adverse Decisions in Morrissette and Cahill – Where Do We Go from Here?
- Proposed Regulations for 199A – The Good, The Bad, the Taxpayer-Unfriendly
- Intergenerational Split Dollar – Cahill Case Settled – Taxpayer Concedes on Split Dollar Valuation Issue
- Trust and Related Planning Post 2017 Tax Act
- 2019 Estate & Financial Planning Resolutions
- When is Rental Real Estate a “Trade or Business” Under 199A
- IRS Final Regulations Nullify $10,000 Annual SALT Limitation Workaround Attempts by States and Political Subdivisions
- Campbell v. Commissioner – Tax Court Concludes that the IRS Cannot Reach Assets in an Old and Cold Self-Settled Offshore Trust
- Rensin: Pigs Get Fat, But What About a Hippo – How an FTC Judgment, a Transported Offshore Trust and Florida Annuity Purchases All Caused the Perfect Storm for a Unique and Noteworthy Bankruptcy Court Opinion
- Drafting and Updating Your Retainer Agreements
- Swap Powers: Consider some often overlooked practical and technical aspects
- Ensure Grantor Understands Trust Roles
- Follow up with Clients Regarding Self-Settled DAPTs
- Unitrusts To the Rescue
- Safe Powers of Attorney
- Catholic Considerations and Estate Planning
- Getting to Delaware
- Gifts under Powers of Attorney
- Dissolving an FLP/LLC: Part I
- Advising Clients with Solo Professional Practices
- Consistency in Reporting Tax Basis for Income and Estate Tax
- A Symphony of Collaboration is the Key
- Trust Friendly States
- Safeguard Trusts from Future Ex-Spouse of Beneficiary
- Advising Clients With Pulmonary Hypertension
- Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations
- Pre-Election Estate Tax Proposals: Clinton vs. Trump
- Religion and Estate Planning
- Proposed 2704 Regulations: “Commercially Reasonable Restriction Exclusion”
- New Jersey (and Other) State Estate Tax Changes
- Repeal and Uncertainty Impacts Estate Administration
- Impact of Federal Estate Tax Repeal: Planning for 2017 and Beyond
- An Estate Planner’s 11 Tips for the New Year
- Communicating to Clients About Planning Uncertainty
- SLATs Provide Flexible Plans for Many Clients
- Having Tough Client Conversations About Health Issues
- Beware of the Risks of Assuming the Role of Guardian
- U.S. v. Balice: IRS Successfully Pierced Trust
- Crowdsourcing Tax Confusion
- Be Mindful of Joint Representation: Take steps to protect attorney-client privilege
- Deduction for Death Investigation Denied as “Hobby Loss”
- Legacy Planning Is Changing
- Estate Planning Implications of the GOP Tax Plan
- Gift Tax Considerations for Crowdfunding
- Tax Reform Proposals for Pass-Through Entities
- Wealth Planning After the New Tax Law – Part 1
- Life Insurance Planning After Tax Reform
- Tax Reform Opens the Door for Multi-Purpose ILITs
- Send Client Letter About Self-Settled DAPTs Post Wacker
- How Tax Law Changes Affect Value of Home Ownership
- Fourteen Tips for More Flexible Trusts
- The Benefits of Incomplete Non-Grantor Trusts
- IRS Announces No Clawback of Gift Tax Exemption
- How the 2017 Tax Act Changed the Tax Consequences of Marriage and Divorce
- Use Retainers Agreements to Establish Good Communication Policies
- Tips on Drafting Retainer Agreements for Couples
- Disinheriting an Heir
- Should Inheritances be Equal or Fair?
- Trust Income Tax Basics
- How to Create a Meaningful and Successful Client Relationship
- Employee vs. Independent Contractor
- How Withdrawal Rates Affect Estate Planning
- Wealth Advisor Interviews: Questions Clients Should Ask
- Final Regs Zap $10,000 Annual SALT Limitation Workaround
- Nevada Court Denies Permission to Decant Trust
- Grief: Financial and Estate-Planning Services
- Assisting Clients Who’ve Received a Cancer Diagnosis
- How to Determine a Realistic Value for Your Client’s (or Your Own) Business
- When’s the Right Time to Sell a Family Business?
- Eight Steps for Updating Health Care Documents
- Seven Steps to Perform a Successful ‘Wallet Dump’
- Estate Planning for Vacation Homes
- Managing the Remote Law Practice and Other Practical Administrative Considerations during Coronavirus
- Ten Steps for Reviewing Life Insurance With Clients
- Webinar: Tech, Remote Work and More: What Estate Planners Need to Know Now
- Webinar: Core Estate Planning Documents During COVID
- The Uber Version of Estate Planning for Seniors
- Using Technology For The Modern Estate Planning Practice
- Review Irrevocable Trusts for Potential Enhancements through Modification
- Webinar: Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!
- Slow Return to the New Normal and Different Approaches to Signing/Executing Estate Planning Documents
- Managing Finances, Estate Plans and More during Uncertain Times: Part I
- Managing Finances, Estate Plans and More during Uncertain Times: Part II
- Managing Finances, Estate Plans and More during Uncertain Times: Part III
- Investment Location Planning: Tax, Estate and Asset Protection Considerations
- Financial Steps, Estate Planning, and More to Help You or a Loved One Living With Cancer During COVID-19
- Free Webinar Materials: SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients
- Free Webinar Materials: SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
- Executing Estate Planning Documents During the Pandemic and the Slow Return to the “New Normal”
- CRTs: The Basics and Beyond a 90 minute Deep Dive
- Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan
- Life Insurance – Practical Planning Ideas for Late 2020
- CRTs: Planning Options for Clients with Existing CRTs
- 8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
- GRATs – How To Use and Structure GRATs in Late 2020
- Post-Election Estate Planning: What to Do For Clients In November and December of 2020
- GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years
- Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations
- The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!
- Tax Court Nailed Taxpayer’s Insurance Plan: Morrissette Case And What It Means
- Addictions and Impaired Clients: Estate and Related Planning Considerations
- Single Clients: Planning Considerations
- Coronavirus: Living Wills And Health Proxies – What Steps Should You Take Now
- Power Of Attorney: An Essential Legal Document You May Have To Prepare Yourself
- How To Use Exemption Now: Checklist For Spousal Lifetime Access Trusts (SLATs)
- Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease
- House Estate Tax Proposal Requires Immediate Action
- Webinar: House Estate Tax Proposal Requires Immediate Action
- Recission: Considerations and Applications for Planning in 2021
- Spirit Of Holiday Giving Can Infuse Your Estate Plan
- Checklist 2020 Planning Follow Through: You Have More Work To Do
- How And Why To Create A Compilation Of Your 2020 Trusts Now!
- After The Georgia Runoff What Tax Planning Should You Do NOW?
- Swap Powers In Your Irrevocable Trust: How Do You Properly Exercise Them?
- Life Insurance And Insurance Trusts: What Should You Do Now Before Tax Laws Change
- Insurance Trusts Will Be Very Different If Proposed Tax Legislation Passes
- President Biden’s Budget Includes Big Tax Increases That Will Rock Your Tax World
- How To Protect Your Wealth From The Lions, Tigers And Bears Waiting To Pounce In The Washington Tax Forest
- Ten Portability Malpractice Traps Practitioners Should Consider
- 2020 Planning Means a Busy 2021 Gift Tax Return Season
- Estate Planning Six-Part Series for Late 2020, Part 1 – What Planners Should Be Doing with Their Clients NOW
- Estate Planning Six-Part Series for Late 2020, Part 2: Year-End Planning for Married Taxpayers
- Estate Planning Six-Part Series for Late 2020, Part 3: Transfers for Taxpayers with Limited Exemption Remaining; Upstream and Downstream Planning
- Estate Planning Six-Part Series for Late 2020, Part 4: Enhanced Techniques for Note Sales
- Estate Planning Six-Part Series for Late 2020, Part 5: Use of Non-Grantor Trusts for Planning Benefits
- Estate Planning Six Part Series for Late 2020, Part 6: Parting Thoughts on Planning and Practical Reminders
- Biden 2-Step for Wealthy Families: Why Affluent Families Should Immediately Sell Assets to Irrevocable Trusts for Promissory Notes Before Year-End and Forgive the Notes If Joe Biden Is Elected, A/K/A What You May Not Know About Valuing Promissory Notes and Using Lifetime Q-Tip Trusts
- Martin Shenkman’s Notes from the 41st Annual Notre Dame Tax and Estate Planning Institute
- The New Jersey Estate Tax Has Been Repealed, What’s Next?
- Using Decanting and BDOT Provisions to Avoid a Peppercorn of Income Potentially Triggering State Income Tax on a Trust’s Entire Income
- Self-Settled Trust Planning in the Aftermath of the Rush University Case
- Sanders Tax Proposal: Analysis and Suggestions for Immediate Action
- Charitable Remainder Trust Economics, and Deciding Whether to Use a CRT, Including for Plan and IRA Distributions
- After the Georgia Runoff, What Tax Planning Should You Do NOW!
- What Estate Planning Should Be Done Now That Congress Might Not Change Anything?
- Loans From An Irrevocable Trust: How To Do Them Right!
- Wellin Malpractice Case Warns of a Danger Zone for Practitioners
- Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right!
- What Estate Planning Should You Do Now That Congress Might Not Change Anything?
- How Neurologic Conditions Affect Planning
- Deep Dive Into The Tax Cuts and Jobs Act – Part 1
- Next Generation Tech for Estate Planning Lawyers
- The New Normal for Smaller Estates: How Tax Planning is Changing for These Types of Clients
- The Beatles and Estate Planning: Musings on the Heckerling Conference
- The Split-Dollar Legacy Trust
- Sharia Inheritance Estate Plans
- Beware of the Reciprocal Trust Doctrine
- Heckerling… It’s a Wrap
- Encourage Clients to Compile Their “Legal Vault”
- Men, Mental Health and the Harsh Reality Affecting Planning
- How to Make Your Practice More Diverse and Inclusive
- LGBTQ Planning Issues: Using a Special Trust Advisor
- Using Powers of Appointment in Trusts
- Considerations for Non-Professional Fiduciaries
- Wellin v. Nixon, Peabody, LLP – Case Lessons on Defensive Practice
- Free Webinar: Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning
- Free Webinar: Administration of Irrevocable Trusts: Practical Tips for Practitioners
- Use Trusts to Bypass Limit on State and Local Tax Deduction
- State Income Taxation of Trusts: Some Lessons of Kaestner
- Advising Clients About Addiction Matters
- Client Gift of Vacation Home to SLATs: Valuable Technique but Traps to Consider
- Life Insurance in Light of Democratic Tax Proposals
- Avoiding the Investment Company Trap When Forming FLPs and LLCs
- Planning Options to Help Families Fund a Child’s Education
- Role of Guarantees and Seed Gifts in Family Installment Sales
- Estate Planning Ideas for Clients with Pulmonary Disease
- Pro Athlete Clients: Spring Training for Estate Planners
- Physician Wealth Planning: Modernizing the Advisor’s Toolbox
- Living Trusts for those with Chronic Illnesses
- New Year’s Present: ATRA 2012
- The Modern Revocable Trust
- Modern Trusts: Fiduciary and Non-Fiduciary Positions
- Better Estate Planning
- Levine Case Greenlights Split-Dollar Life Insurance Planning
- Free Webinar: Split-Dollar Life Insurance Planning After the Levine Case
- Biden Greenbook Estate Tax Proposals: Should You Care?
- Revocable Inheritance Trust: Inexpensive Divorce Protection
- 56th Annual Heckerling Institute Meeting Notes
- Free Webinar: Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
- Proposed Clawback Regs May Undermine Some Estate Planning
- Human Aspects of Estate Planning
- Shoemakers With Barefoot Children: What Estate Planners Need to Know About Their Own Planning
- Free Webinar: Make More Money: Automating Drafting Estate Planning Documents
- Sarcoidosis: Estate And Related Planning
- Overlooked Issue In Many Estate Plans: Powers Of Appointment
- Is Your Irrevocable Trust In Need Of A Facelift?
- Flexible Beneficiary Trusts: Reducing Income Tax on Non-Grantor Trusts
- Free Webinar: Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance
- Cautionary Tale Highlighting the Importance of Defensive Estate Planning Practices
- Free Webinar: Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More
- Free Webinar: 3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
- Blended Families Using Spousal Lifetime Access Trusts
- Gift, Estate And GST Exemption Amount Increased: How To Plan Now
- Free Webinar: Year-End Estate and Tax Planning 2022
- Seventeen Steps Estate Planners Can Take to Avoid Malpractice Claims
- Free Webinar: Year End Estate Planning
- The CPA’s Role in Protecting Aging or Incapacitated Individuals
- Make Your Power Of Attorney Checkup A New Year’s Resolution
- New Year’s Estate Planning Resolutions
- Estate Planning New Year’s Resolutions
- Tax Reimbursement Clauses: What They Are And Why You Need To Know
- Free Webinar: Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
- Crypto Donations Now Need An Appraisal
- Grantor Trust: Tired Of Paying Income Tax On Trust Income?
- Free Webinar: Serving an Aging Clientele – Medicaid and Other Planning
- Considerations for Representation In Blended Family and Second Marriage Scenarios
- Corporate Transparency Act Affects Your Estate Plan
- Free Webinar: My trust has been paying state income tax forever. Can I reduce or avoid state income tax?
- Administration’s Greenbook Proposal Will Make Trust Reporting Horrendous: Privacy Is Dead
- Clean Out Your Estate Planning Attic Introduction
- Back End Slats – A SLAT, ILIT, DAPT, Or SPAT By Another Name?
- 5 Biggest Mistakes on Health Care Proxies
- How To Ruin Your Kids With A Lousy Estate Plan
- Analysis of the Biden Administration’s Fiscal Year 2024 Revenue Proposals
- Step Transaction Doctrine May Ruin Your Estate Plan
- Community Property Estate Planning Not So Simple
- Biden Administration’s Green Book Proposes Dramatic Estate Planning Changes
- Abigail O’Connor, Martin M. Shenkman and Jonathan G. Blattmachr on the New Corporate Transparency Act: A Quick Guide for Practitioners
- Amanda Koplin & Martin M. Shenkman: Mental Health Considerations for Financial Advisers, Attorneys, CPAs, and other Professionals
- Letter Of Instruction: Roadmap To Take This Important Estate Planning Step
- Free Webinar: Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
- Business Owned Buyout Life Insurance Raises Tax Issues
- “Be Independent” Should Be Your Estate Planning Motto: A Real Story
- Should Couples Pool Their Assets: Common Advice May Be Dangerous
- Who Is Your Descendant: Who Inherits Under Your Will And Trusts?
- Free Webinar: Revenue Ruling 2023-2 What It Means and What You Might Do?
- Living Together But Unmarried: Can A Special Trust Protect You?
- Free Webinar: Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
- Trust’s Incorrect Tax Form Forfeited Large Tax Refund Claim: A Lesson For Trustees
- Free Webinar: Estate Planning, Technology and Ethical Issues
- Your Estate Plan Must Be Coordinated To Work
- Act Before Year End: Corporate Transparency Act is Coming!
- Proposed Billionaire ($100 Million) Tax: Is It Just The First Step?
- Corporate Transparency Act: Implications to Estate Planning
- Corporate Transparency Act November 8th Regulations
- Immediate Actions Needed for Transparency Act Planning
- Five Recent Corporate Transparency Act Changes – A Christmas Gift (Mostly) from FinCEN and the House of Representatives
- New IRS Ruling: Can’t Modify A Trust To Add A Tax Reimbursement Clause
- Corporate Transparency Act: What You Really Need To Do
- Basic Estate Planning Documents: Overview and Planning Considerations
- Estate Plan In The New Year
- Corporate Transparency Act: What To Do About Uncooperative People Named in Trusts?
- Will Contract: Should You Have One?
- Free Webinar: Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues
- IRS Memo Has Chilling Effect on Irrevocable Trust Modifications
- Free Webinar: Overview of Charitable Giving Techniques
- Ethical, Moral Or Perhaps Just Thorny Personal Issues In Estate Planning
- Free Webinar: Planning with SLATs and SLANTs Ahead of TCJA Sunset
- Should You Be A Personal Representative or Trustee?
- Corporate Transparency Act Declared Unconstitutional in New Case
- Free Webinar: NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust
- Biden 2025 Budget Proposal Could Slash What Your Heirs Get
- Defensive Estate Planning Practices: Practical Strategies
- Free Webinar: Ensuring Client Legacy by Rethinking the Estate Planning Process
- FTC Ban On Noncompete Agreements May Undermine Your Estate Plan
- Trusts and Trustees Under the Corporate Transparency Act
- LGBTQ+ Estate Planning And Pride Month
- Supreme Court Rules In Favor of IRS on Insurance Funded Redemption: Revise Your Plan Now
Webinars
- Planning for Estates Under Ten Million Trusts and Estates Magazine Heckerling
- Insurance as the Answer To People Focused Planning
- Increasing Flexibility Using the Beneficiary Defective Inheritors Trust
- Thinking About Finances After a Multiple Sclerosis Diagnosis
- Planning Using The Multi-Purpose Irrevocable Life Insurance Trust
- 2012 Gift Planning Follow Through
- The Human Aspects of Estate Planning
- Care Managers Role in the Estate Planning Process
- Annual Exclusion Gifts in the New Tax Landscape
- Highlights of Heckerling 2015
- Estate and Financial Planning for Those Living with Alzheimer’s Disease
- Aging Parents Estate, Financial and Related Planning
- Advising the Pro Athlete-Estate and Financial Planning
- Post-Mortem Planning-Post ATRA
- New Estate Planning Opportunities for Estate Practitioners
- Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More
- Estate and Financial Planning for Clients Living with Chronic Illness
- Estate Tax Proposals: Clinton vs Trump 2016
- 2704 Regs: GRAT Planning before the End of 2016-Practical Considerations
- Trump May Repeal Estate Tax: How to Plan (or Not) 2016
- Estate Tax Repeal Is Not a Temporary or Permanent Certainty – How to Plan Now
- Collaboration of the Estate and Financial Planning Team
- Asset Protection Planning Continuum Basics for Estate Planning Professionals
- Pre and Post-Nuptial Clauses to Address Trust Issues
- When a Client Loses a Spouse/Partner
- Trusts: Planning and Drafting for Divorce
- Technology, Ethics and Estate Planning Practice Management
- Estate Planning Basics for Consumers (Not Subject to Estate Tax)
- Spousal Lifetime Access Trusts (SLATs) – Key Planning Tool
- Recent Developments with Practical Estate Planning Implications to Advisers
- Post-Divorce Planning: Practical Steps for Practitioners
- Financial and Estate Planning for the Parkinson’s Community
- Trust Owned Life Insurance (TOLI)
- Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
- Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas Part 2
- Estate Planning and Charitable Giving after TCJA
- Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision
- Estate Planning Opportunities under the Tax Cuts and Jobs Act
- Estate Planning Retainer Agreements and Engagement Letters
- 199A Proposed Regulations: A First Look
- Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More
- Hot Topics for a Hot Summer- John Hopkins All Children’s Foundation Presentation
- Estate Planning and Charitable Giving Strategies
- House Planning Post-TCJA
- INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States
- Using Tech to Improve an Estate Planning Practice
- Heckerling 2019 Review
- Using Tech to Improve and Grow Your Estate Planning Practice – Part 2
- Religion and Estate Planning
- Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax
- Current Developments Jan-Apr 2019, New Ideas and More
- Christian Estate Planning
- Kaestner Case and State Income Taxation of Trusts
- Catholic Estate Planning
- Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging, Longevity – Part 1
- Estate Planning for the Muslim Client
- Trusts: 2019-2020 Planning Roadmap Part 2
- Estate Planning for Scientologists
- Family Meetings and Legacy Planning
- Planning for Business Exits from C Corporations; Intra-family Business Transactions; Other Developments
- Life Insurance Planning Opportunities in Early 2020
- Heckerling 2020 Roundup
- Estate Planning for Jewish Clients
- Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2
- Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2
- Estate Planning: Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now
- LGBTQ Planning: What Skills Do Planners Need to Properly Serve the Modern Family?
- How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus
- Webinar: Paycheck Protection Program of the Cares Act: Updated for Latest Pronouncements
- Webinar: Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them
- Achieving Peak Performance in a Challenging COVID World: Finding Balance in an Unbalanced World
- Tech, Remote Work and More: What Estate Planners Need to Know Now
- Core Estate Planning Documents During COVID
- Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!
- SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients
- SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
- Estate Planning Before the 2020 Election
- PANEL Valuations and Estate Planning: Impact of Covid
- Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts
- Valuations and Estate Planning: Impact of Covid
- Charitable Remainder Trusts (CRTs): The Basics and Beyond
- Estate Planning Steps to Take Now: Main EPC and American Cancer Society
- Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan
- Life Insurance – Practical Planning Ideas for Late 2020
- CRTs: Planning Options for Clients with Existing CRTs
- 8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
- GRATs – How To Use and Structure GRATs in Late 2020
- Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election
- Post-Election Estate Planning What to Do For Clients In November and December of 2020
- GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years
- 2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth
- Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations
- Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look
- Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year
- The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!
- Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners
- NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)
- Addictions and Impaired Clients: Estate and Related Planning Considerations
- Single Clients: Planning Considerations
- Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute
- 2021 Tax Reform- House Ways & Means Committee Draft Legislation
- Deeper Dive- House Estate Tax Proposal Requires Immediate Action
- Legislative Proposals and Year End Tax Planning for 2021
- Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right
- GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
- Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning
- Administration of Irrevocable Trusts: Practical Tips for Practitioners
- Split-Dollar Life Insurance Planning After the Levine Case
- Human Aspects of Estate Planning
- Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
- Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts
- Heckerling Review 2022 Handout
- New Proposed Regulations: Anti Clawback Rule Exception
- Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance
- Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts
- Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More
- Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents
- 3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
- SLATs and Other Techniques for Estate Planning Now
- Estate Tax Planning after the 2022 Elections
- Year-End Estate and Tax Planning 2022
- Year End Estate Planning
- Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
- Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute
- I have a grantor trust and am tired of paying the income tax on trust income. What can I do?
- Fiduciary Accounting: What You Need to Know
- Moved to FL, Home in FL, or Snowbird: Planning You Should Know
- Serving an Aging Clientele – Medicaid and Other Planning
- Back Door SLATs – Issues When Grantor Becomes Beneficiary or Appointee of SLAT
- Engagement Letters For Estate Planners: Starting Off on the Right Foot
- Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine
- Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?
- Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)
- Gift tax returns are simple, why are you saying it will be so involved?
- Holistic View of Special Needs Planning: Conversation with Bernie Krooks
- Religion and Estate Planning
- My mom just passed, what tax, legal and financial matters do I need to address?
- Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
- I’m buying life insurance, do I really need a trust and if so what kind?
- Trusted Advisors and Mental Health Concerns: Making The Case For Change
- How Can My Trust Help My Kid Buy a House?
- PANEL: The 49th Annual Notre Dame Tax & Estate Planning Institute: A Tasting Menu
- Revenue Ruling 2023-2 What It Means and What You Might Do?
- Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
- Estate Planning, Technology and Ethical Issues
- I have a family business, but only one of my children is active in the business. How can we handle that?
- Are you Prepared for the Corporate Transparency Act?
- How should I plan charitable gifts 1) as we approach year-end? 2) Through my estate plan?
- Corporate Transparency Act: A Discussion of What is Coming and How to Address It
- It’s 2024, What Planning Should I Think About Now?
- Corporate Transparency Act: Deeper Dive
- Heckerling Institute on Estate Planning
- Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues
- SLATs Tailored to Serve Clients Worth $1-10M
- Overview of Charitable Giving Techniques
- Planning with SLATs and SLANTs Ahead of TCJA Sunset
- NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust
- Defensive Estate Planning Practices: Practical Strategies
- Ensuring Client Legacy by Rethinking the Estate Planning
- Biden 2025 Budget: Would Change Estate Planning As We Know It
- Terminating an Estate Planning Prospect or a Client
- What Fiduciaries Need to Know About Active Management of Life Insurance Trusts (AMLITs)
- Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate and Succession Planning
- Corporate Transparency Act: Deeper Dive
- Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered