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  • The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!

    April 27, 2021

    Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause .... View Webinar »
  • Charitable Remainder Trusts (CRTs): The Basics and Beyond

    July 29, 2020

    Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning.... View Webinar »
  • Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts

    June 29, 2020

    Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene.... View Webinar »
  • Estate Planning and Charitable Giving Strategies

    September 6, 2018

    Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. Sponsor: Peak Trust.... View Webinar »
  • Estate Planning and Charitable Giving after TCJA

    March 15, 2018

    Course Description: Charitable giving will be hit hard by the new tax law. Estimates are .... View Webinar »
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