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  • Serving an Aging Clientele – Medicaid and Other Planning

    March 13, 2023

    This 75-minute practical webinar will cover topics critical to practitioners serving our a....
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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 ....
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  • Fiduciary Accounting: What You Need to Know

    February 22, 2023

    Acting as a fiduciary (trustee, executor, etc.) isn’t easy. A fiduciary owes many duties....
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  • 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....
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  • 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. ....
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  • Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications

    January 31, 2023

    Course Description:  This webinar will discuss why all advisers should think about decan....
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  • Year End Estate Planning

    December 23, 2022

    Course Description: Year-end tax planning 2022 is different from prior years. Practitione....
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  • 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....
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  • Estate Tax Planning after the 2022 Elections

    December 8, 2022

    Jonathan Blattmachr, Martin Shenkman and Vary Vandenack discuss SLATs, using exemption, an....
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  • 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....
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