April Estate Planning Monthly: News, Views, and Practical Strategies – DAPT Cases, Common Mistakes, Addiction, and More

This webinar examining what goes wrong in real-world estate planning and how sophisticated advisers can better manage risk, implementation, and emerging change. The discussion will cover recurring titling and beneficiary designation errors that undermine otherwise well-drafted plans, increasing federal and state transfer tax risk framed through Social Security funding proposals, and recent domestic asset protection trust cases that highlight both effective planning techniques and serious pitfalls. The webinar will also address planning in the context of divorce risk and marital fiduciary duties, trustee selection challenges, beneficiary addiction and impairment issues, income tax basis planning through entity and note structures, and the critical importance of Section 754 elections. In addition, the program will explore how artificial intelligence can be used responsibly and transparently to enhance due diligence, litigation support, client communication, and professional efficiency without compromising ethics or judgment. This fast-paced, practice-focused discussion is intended to help advisers stay current, reduce professional liability exposure, and deliver more resilient estate planning advice.

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