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  • How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

    March 19, 2020

    This webinar will explore steps you might consider for your practice and clients in light ....
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  • LGBTQ Planning: What Skills Do Planners Need to Properly Serve the Modern Family?

    March 13, 2020

    The structure and composition of the modern family has evolved and continues to evolve. In....
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  • Estate Planning: Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now

    February 28, 2020

    Jonathan Blattmachr and Martin Shenkman will share the most efficient ways to use high gif....
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  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2

    February 21, 2020

    Part 2 will complete the discussions in Part 1. Doctors and their practices are common....
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  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2

    February 14, 2020

    Doctors and their practices are common targets for terrible and aggressive lawsuits which ....
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  • Estate Planning for Jewish Clients

    February 10, 2020

    Planning a Jewish client’s estate involves more than just the transfer of wealth. To dra....
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  • Heckerling 2020 Roundup

    January 24, 2020

    Heckerling Institute on Estate Planning is the country’s largest and leading conference ....
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  • Life Insurance Planning Opportunities in Early 2020

    January 23, 2020

    How do the new fiduciary rules impact your life insurance recommendations (and discussions....
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  • Planning for Business Exits from C Corporations; Intra-family Business Transactions; Other Developments

    December 18, 2019

    Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclus....
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  • Family Meetings and Legacy Planning

    December 3, 2019

    Family Meetings: They are not what you might think they are! For a family to get started, ....
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