Webinar: Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them

April 15, 2020

Course Description: Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning.  They further note that with the tremendous government spending occurring to try to keep the economy from free-falling, there is a high probability of increases in taxes, including estate taxes.  Even though the time may be right for aggressive estate planning, many clients feel very vulnerable financially, recognizing that they may in the future need assets that otherwise could be transferred to reduce estate and other taxes.  However, there are strategies that can allow clients to engage in effective wealth transfer tax planning but still be able to access the assets that otherwise would not be included in their estates, when and if the need arises.  This presentation will discuss planning techniques that can be employed now to attempt to reduce taxes while maintaining access to assets if needed.

The presenters will consider several planning vehicles and various options for each – domestic asset protection trusts (DAPTs and variations of them), spousal lifetime access trusts (SLATs), special power of appointment trusts (SPATs), and more.  We will demonstrate drafting documents to implement the different strategies, illustrating the power of document drafting software, so that attorneys aren’t starting from scratch when drafting complex structures.

Don’t miss this overview of high-end strategies that clients should implement now, before the tax planning landscape has a chance to shift again.

*There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.

Speakers: Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq.

Sponsors: Interactive Legal and Peak Trust Company