Estate Planning Monthly: News, Views, and Practical Strategies – January 2026 – Basis, Discounts, Aid in Dying and More

Introducing a New Monthly Webinar Series for Estate‑Planning Professionals: “Estate Planning Monthly: News, Views, and Practical Strategies.”

January 2026 WEBINAR will address a variety of topics that practitioners are see in practice: Advanced basis‑optimization strategies, basis planning involving credit shelter trusts, §678 trusts, leveraged LLC structures, along with techniques for preserving capital losses and avoiding basis “step‑downs.” You’ll learn how to segment assets for valuation discounts, calibrate voting control for defensibility against a Code Sec. 2036(b) challenge, and integrate annuity contracts into estate and income‑tax planning. We will also address worthless‑security planning, medical‑aid‑in‑dying protocols, and post‑death valuation challenges.

THE SERIES: Estate planning today demands more than technical fluency—it requires the ability to adapt sophisticated strategies to real‑world client dynamics, evolving statutes, volatile markets, and the practical constraints of administration. This new monthly webinar series brings those realities to the forefront with candid, practical practice‑centered discussions each month. Each will be  grounded in real issues practitioners confront. We’ll address strategies, pitfalls, structures, and emerging developments shaping current estate‑planning. Email us about issues you face and we will consider them in future monthly programs. This series is designed for advisers who want to refine their judgment, sharpen their planning instincts, and stay ahead of both technical and practical developments. You will leave each webinar with actionable insights, refined techniques, and more.

Stay current. Stay practical. Stay indispensable.
Join us monthly for the insights planners rely on.

Speakers: Martin Shenkman, Esq. and Alan Gassman, Esq.

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.