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  • Moved to FL, Home in FL, or Snowbird: Planning You Should Know

    March 1, 2023

    If you have moved, or are considering moving to Florida, have or are buying a second home .... View Webinar »
  • I have a grantor trust and am tired of paying the income tax on trust income. What can I do?

    February 20, 2023

    Course Description:  Every practitioner in every discipline has heard this complaint abo.... View Webinar »
  • Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute

    February 5, 2023

    Speakers: Jonathan Blattmachr, Esq., Abigail O’Connor, Esq., Martin M. Shenkman, Esq. .... View Webinar »
  • Year End Estate Planning

    December 23, 2022

    Course Description: Year-end tax planning 2022 is different from prior years. Practitione.... View Webinar »
  • Year-End Estate and Tax Planning 2022

    December 12, 2022

    2022 is quickly coming to a close and there are still valuable tax and estate planning opp.... View Webinar »
  • Estate Tax Planning after the 2022 Elections

    December 8, 2022

    Jonathan Blattmachr, Martin Shenkman and Vary Vandenack discuss SLATs, using exemption, an.... View Webinar »
  • SLATs and Other Techniques for Estate Planning Now

    November 29, 2022

    Spousal lifetime access trusts (“SLATs”) are a popular technique that we see much more.... View Webinar »
  • 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

    November 14, 2022

    Find out how YOU can identify common and potentially valuable estate planning opportunitie.... View Webinar »
  • Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More

    September 22, 2022

    Asset protection planning remains vital for many if not most clients. For the past few yea.... View Webinar »
  • Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts

    September 16, 2022

    Trusts are subject to compressed tax rates reaching the maximum income tax brackets at onl.... View Webinar »
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