Financial Aspects of Estate Planning

Find out how YOU can identify common and potentially valuable estate planning opportunities (and use Estate Planning to attract attorneys as COI’s) and better serve your clients in the process.   There are several often-overlooked estate planning steps that financial advisors and other professionals can identify that could be very beneficial to their clients. Not…

On April 27, 2022, the IRS released proposed regulations that follow up on the initial “Anti-Clawback” regulations released in 2019.  The proposed regulations provide guidance on how various estate planning strategies may be treated in situations where the unified estate and gift tax exemption is lower on the taxpayer’s date of death than it was…

Many trusts are “grantor trusts” for income tax purposes during the trust creator’s lifetime, allowing trust income to be taxed to the trust creator, rather than to the trust itself. Because trust tax brackets are much more compressed than individual brackets (reaching the highest marginal tax rates with a very small amount of income), grantor…

The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors, and wealth management professionals. In this webinar, Abigail O’Connor, Esq., Jonathan G. Blattmachr, JD, and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along…

Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate planners in the substantive planning. As if that was not difficult enough, estate planners may also encounter important ethical issues.  This webinar will discuss the often-counterintuitive ethical traps and landmines that estate planners face when working with blended…