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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 ....
    View Webinar »
  • 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....
    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....
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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....
    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....
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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....
    View Webinar »
  • 3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants

    November 14, 2022

    This presentation will discuss three possible approaches that estate planning professional....
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  • 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....
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  • 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 »
  • Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance

    September 14, 2022

    Are you and your practice properly and sufficiently protected from the growing epidemic of....
    View Webinar »
  • New Proposed Regulations: Anti Clawback Rule Exception

    May 19, 2022

    On April 27, 2022, the IRS released proposed regulations that follow up on the initial “....
    View Webinar »
  • Heckerling Review 2022 Handout

    May 15, 2022

    The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and le....
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  • Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts

    May 15, 2022

    Many trusts are “grantor trusts” for income tax purposes during the trust creator’s ....
    View Webinar »
  • Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines

    May 11, 2022

    Estate planning for clients who have blended or stepfamilies often presents significant an....
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  • Human Aspects of Estate Planning

    April 14, 2022

    What should clients and practitioners do to be certain that vital personal goals and objec....
    View Webinar »
  • Split-Dollar Life Insurance Planning After the Levine Case

    April 5, 2022

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what som....
    View Webinar »
  • Administration of Irrevocable Trusts: Practical Tips for Practitioners

    March 10, 2022

    How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist cli....
    View Webinar »
  • Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning

    February 24, 2022

    Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorab....
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  • GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

    January 30, 2022

    CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annui....
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  • Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right

    December 1, 2021

    A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127....
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  • Legislative Proposals and Year End Tax Planning for 2021

    November 16, 2021

    Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van....
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  • Deeper Dive- House Estate Tax Proposal Requires Immediate Action

    September 30, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package, ....
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  • 2021 Tax Reform- House Ways & Means Committee Draft Legislation

    September 24, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package t....
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  • Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute

    August 31, 2021

    This will be a fast-paced review of a wide range of practical planning ideas including: Fr....
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  • Single Clients: Planning Considerations

    July 28, 2021

    Too often planning articles and conferences use a “Cleaver family” as the touchstone f....
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  • Addictions and Impaired Clients: Estate and Related Planning Considerations

    July 15, 2021

    Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol....
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  • NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)

    June 24, 2021

    This program is designed for financial planning practitioners and will address how adviser....
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  • Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

    April 29, 2021

    Using a separate/special revocable trust to preserve the separate property characterizatio....
    View Webinar »
  • 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 ....
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  • Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year

    April 22, 2021

    How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr....
    View Webinar »
  • Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look

    April 6, 2021

    Democratic Estate Tax Proposals could dramatically alter estate and related planning. Clie....
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  • Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

    April 1, 2021

    Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, veh....
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  • 2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth

    February 25, 2021

    We’ve now had some time to reflect on the results of the GA runoff election and see the ....
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  • GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years

    January 12, 2021

    The tax world is likely to change (yet again!) and if so, that will have far-reaching econ....
    View Webinar »
  • Post-Election Estate Planning What to Do For Clients In November and December of 2020

    November 23, 2020

    The 2020 election demonstrated that the projected Democratic sweep did not occur. Former V....
    View Webinar »
  • Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election

    November 10, 2020

    Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for....
    View Webinar »
  • GRATs – How To Use and Structure GRATs in Late 2020

    October 26, 2020

    Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in a....
    View Webinar »
  • 8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working

    October 1, 2020

    Practitioners have had to reimagine their firms with remote work environments, and soon a ....
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  • CRTs: Planning Options for Clients with Existing CRTs

    September 22, 2020

    Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
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  • Life Insurance – Practical Planning Ideas for Late 2020

    September 18, 2020

    This webinar will discuss practical life insurance planning ideas for the last part of 202....
    View Webinar »
  • Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan

    September 14, 2020

    Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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  • Estate Planning Steps to Take Now: Main EPC and American Cancer Society

    August 14, 2020

    The time is right for aggressive estate planning because if there is a shift in power in W....
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  • Charitable Remainder Trusts (CRTs): The Basics and Beyond

    July 29, 2020

    Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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  • Valuations and Estate Planning: Impact of Covid

    July 1, 2020

    What are the valuation implications of the current economic environment brought about by t....
    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 »
  • PANEL Valuations and Estate Planning: Impact of Covid

    June 25, 2020

    What are the valuation implications of the current economic environment brought about by t....
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  • Estate Planning Before the 2020 Election

    June 18, 2020

    Planning before the 2020 election is critical. What should advisers be telling clients to ....
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  • SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients

    June 9, 2020

    Course Description:  The Secure Act changed how many clients should plan for and name ....
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  • SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients

    June 3, 2020

    Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide trem....
    View Webinar »
  • Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!

    May 15, 2020

    Course Description: Working remotely has challenges and as we have all spent more than a m....
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  • Core Estate Planning Documents During COVID

    April 28, 2020

    Every practitioner is familiar with the common or “core” estate planning documents: po....
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  • Tech, Remote Work and More: What Estate Planners Need to Know Now

    April 27, 2020

    How to work remotely – lots of practical tips from estate planners (with different views....
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  • Achieving Peak Performance in a Challenging COVID World: Finding Balance in an Unbalanced World

    April 20, 2020

    Gain insight from a leading authority on mindfulness, and the role it plays in achieving p....
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  • 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 intere....
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  • Webinar: Paycheck Protection Program of the Cares Act: Updated for Latest Pronouncements

    April 14, 2020

    The Paycheck Protection Program and loan forgiveness are intended to provide economic reli....
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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....
    View Webinar »
  • 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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  • Estate Planning for Scientologists

    November 12, 2019

    This webinar will explain how estate planners might modify planning and documents for a cl....
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  • Trusts: 2019-2020 Planning Roadmap Part 2

    October 29, 2019

    In this world of constant uncertainty, only one thing is clear, planners need a roadmap in....
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  • Estate Planning for the Muslim Client

    October 23, 2019

    This webinar will provide a practical survey of the many areas of estate and related plann....
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  • Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging, Longevity – Part 1

    October 11, 2019

    Course Description: While no one can predict the 2020 election, there is a possibility of....
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  • Catholic Estate Planning

    July 25, 2019

    Course Description: Each component of a client’s estate and financial plan can embody t....
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  • Kaestner Case and State Income Taxation of Trusts

    July 1, 2019

    Course Description:You are invited to listen to a complimentary in-depth discussion of a c....
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  • Christian Estate Planning

    June 19, 2019

    Sponsors: Interactive Legal and Peak Trust Company. Speakers: Pastor Chris Edmonson, J....
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  • Current Developments Jan-Apr 2019, New Ideas and More

    June 19, 2019

    Sponsors: Boys Town, Peak Trust Company and Interactive Legal. Boys Town's motto is "Cha....
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  • Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax

    May 24, 2019

    Sponsors: Peak Trust Company, Interactive Legal and The Financial Awareness Foundation. Th....
    View Webinar »
  • Religion and Estate Planning

    May 24, 2019

    Sponsor: Interactive Legal and Peak Trust Company Course Description: Planning a client....
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  • Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

    March 7, 2019

    Speakers: Technology expert Ben Schorr, the author of Microsoft Office 365 for Lawyers, Ba....
    View Webinar »
  • Heckerling 2019 Review

    February 15, 2019

    Speakers: Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. Sponsor: Interactiv....
    View Webinar »
  • Using Tech to Improve an Estate Planning Practice

    January 29, 2019

    Speakers: Martin M. Shenkman, Esq., Betsy Ehrenberg, Mary E. Vandenack, Esq., Vanessa Kan....
    View Webinar »
  • INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States

    November 15, 2018

    Speakers:  William Lipkind, Esq., Martin Shenkman, Esq. and Jonathan Blattmachr, Esq. ....
    View Webinar »
  • House Planning Post-TCJA

    October 11, 2018

    Speakers: Martin M. Shenkman, Esq. Sponsor: American Academy of Attorney-CPAs Course....
    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 »
  • Hot Topics for a Hot Summer- John Hopkins All Children’s Foundation Presentation

    August 29, 2018

    Sponsor: John Hopkins All Children's Foundation. Speakers: Jonathan Blattmachr and Mart....
    View Webinar »
  • Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More

    August 10, 2018

    Speakers: Lee Slavutin, Richard Harris and Martin Shenkman Course Description: Life ins....
    View Webinar »
  • 199A Proposed Regulations: A First Look

    August 10, 2018

    Speakers: Jonathan G. Blattmachr, Esq., Alan S. Gassman, Esq. and Martin M. Shenkman, Esq.....
    View Webinar »
  • Estate Planning Retainer Agreements and Engagement Letters

    July 12, 2018

    Course Description: Retainer agreements (engagement letters) are critical to establish and....
    View Webinar »
  • Estate Planning Opportunities under the Tax Cuts and Jobs Act

    March 27, 2018

    Course Description: Estate planning after the Tax Cut and Jobs Act of 2017 has been transf....
    View Webinar »
  • Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

    March 27, 2018

    Course Description: The Supreme Court of Alaska just held that Alaska could not require t....
    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 »
  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas Part 2

    January 8, 2018

    Course Description: This is the second webinar discussing the Tax Cuts and Jobs Act, which....
    View Webinar »
  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

    December 28, 2017

    Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and ....
    View Webinar »
  • Trust Owned Life Insurance (TOLI)

    November 17, 2017

    Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f....
    View Webinar »
  • Financial and Estate Planning for the Parkinson’s Community

    September 21, 2017

    Course Description: This is a practical consumer level webinar co-hosted with the Michael ....
    View Webinar »
  • Post-Divorce Planning: Practical Steps for Practitioners

    September 21, 2017

    Course Description: Following the conclusion of a divorce, even in the best of circumstanc....
    View Webinar »
  • Recent Developments with Practical Estate Planning Implications to Advisers

    August 25, 2017

    Course Description: The estate planning world is focused on the uncertainty of repeal (or ....
    View Webinar »
  • Spousal Lifetime Access Trusts (SLATs) – Key Planning Tool

    August 2, 2017

    Course Description: SLAT planning can provide tremendous planning benefits for many marrie....
    View Webinar »
  • Estate Planning Basics for Consumers (Not Subject to Estate Tax)

    July 18, 2017

    This is a CONSUMER level course on basic estate planning. This course will help define wha....
    View Webinar »
  • Technology, Ethics and Estate Planning Practice Management

    June 21, 2017

    Jonathan Blattmachr and Peter Fidler will co-present this discussion of how estate planner....
    View Webinar »
  • Trusts: Planning and Drafting for Divorce

    June 15, 2017

    Trusts are one of the most powerful tools for planning to minimize the risk to assets in a....
    View Webinar »
  • When a Client Loses a Spouse/Partner

    May 11, 2017

    Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-t....
    View Webinar »
  • Pre and Post-Nuptial Clauses to Address Trust Issues

    March 6, 2017

    Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial p....
    View Webinar »
  • Asset Protection Planning Continuum Basics for Estate Planning Professionals

    February 21, 2017

    Asset protection planning is appropriate for every client, not only the wealthy surgeon or....
    View Webinar »
  • Collaboration of the Estate and Financial Planning Team

    February 7, 2017

    Collaboration between the members of the estate and financial planning team will provide b....
    View Webinar »
  • Estate Tax Repeal Is Not a Temporary or Permanent Certainty – How to Plan Now

    December 12, 2016

    President-elect Trump has proposed repealing the estate and gift tax. The Republicans cont....
    View Webinar »
  • Trump May Repeal Estate Tax: How to Plan (or Not) 2016

    November 10, 2016

    President Trump has proposed a repeal of the estate tax, and the possible enactment of a c....
    View Webinar »
  • 2704 Regs: GRAT Planning before the End of 2016-Practical Considerations

    September 1, 2016

    In late 2016 proposed regulations might have greatly reduced valuation discounts, one of t....
    View Webinar »
  • Estate Tax Proposals: Clinton vs Trump 2016

    July 19, 2016

    In 2016 before the election each of the candidates proposed very different approaches to t....
    View Webinar »
  • Estate and Financial Planning for Clients Living with Chronic Illness

    March 26, 2015

    Planning for someone diagnosed with chronic disease (Parkinson’s disease, multiple scler....
    View Webinar »
  • Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More

    March 26, 2015

    This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
    View Webinar »
  • New Estate Planning Opportunities for Estate Practitioners

    March 26, 2015

    This program explores a range of estate planning opportunities for estate practitioners.....
    View Webinar »
  • Post-Mortem Planning-Post ATRA

    July 23, 2013

    Post-Mortem planning is the planning that is addressed after the taxpayer has died. There ....
    View Webinar »
  • Advising the Pro Athlete-Estate and Financial Planning

    March 13, 2013

    Professional athletes (as well as entertainers and those with "star" power) face unique es....
    View Webinar »
  • Aging Parents Estate, Financial and Related Planning

    February 12, 2013

    The population is aging. People are living longer. What steps can be taken to make those g....
    View Webinar »
  • Estate and Financial Planning for Those Living with Alzheimer’s Disease

    Planning for someone diagnosed with Alzheimer's disease, or who has a loved one living wit....
    View Webinar »
  • Highlights of Heckerling 2015

    This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
    View Webinar »
  • Annual Exclusion Gifts in the New Tax Landscape

    Annual exclusion gifts can be made to any number of people in any year. In 2017 this figur....
    View Webinar »
  • Care Managers Role in the Estate Planning Process

    For the elderly and those living with chronic disease or other health challenges the role ....
    View Webinar »
  • The Human Aspects of Estate Planning

    Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflat....
    View Webinar »
  • 2012 Gift Planning Follow Through

    2012 was a remarkable and unique year for estate planning. The gift tax exemption in 2012 ....
    View Webinar »
  • Planning Using The Multi-Purpose Irrevocable Life Insurance Trust

    Life insurance is a flexible and powerful financial and estate planning tool. When life in....
    View Webinar »
  • Thinking About Finances After a Multiple Sclerosis Diagnosis

    If you’ve been recently diagnosed with Multiple Sclerosis (or many other chronic disease....
    View Webinar »
  • Increasing Flexibility Using the Beneficiary Defective Inheritors Trust

    Beneficiary Defective Inheritor’s Trusts (BDITs) or as some call them simply Beneficiary....
    View Webinar »
  • Insurance as the Answer To People Focused Planning

    Life insurance can be one of the most flexible, versatile and useful estate and financial ....
    View Webinar »
  • Planning for Estates Under Ten Million Trusts and Estates Magazine Heckerling

    Once the $5 million estate tax exemption was made permanent estate planning had to change ....
    View Webinar »
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