Reprinted from Leimberg Information Services, Inc. Oct 15, 2018 The 44th Annual Notre Dame Tax and Estate Planning Institute was held on October 11th 12th at the Century Center in South Bend, Indiana. Members should click this link to review the meeting agenda: 44th Annual Notre Dame Tax and Estate Planning Institute. The Institute presented…
Speakers: Lee Slavutin, Richard Harris and Martin Shenkman Course Description: Life insurance has always been an important component of many estate and financial plans. Despite the changes of the 2017 Tax Act, insurance will retain its importance. But planning has changed: Clients are questioning many old plans, new non-grantor trust planning will affect the relationship…
Sponsor: John Hopkins All Children’s Foundation. Speakers: Jonathan Blattmachr and Martin Shenkman. Moderated by Jerome Hesch. Course Information: Get information on a variety of hottopics and recent developments in: · Estate and Gift Tax Law. · Creditor Protection Law. · Planning with Irrevocable Trusts. · Planning Under New Section 199A. · Florida Law Developments. · …
Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. Sponsor: Peak Trust Company Course Description: Join us for an educational webinar on “Estate Planning and Charitable Giving Strategies.” This webinar will discuss: The intersection of charitable giving and estate planning including income tax and state estate tax reduction. How one can obtain the full benefit…
Introduction Approximately 30 states have enacted some version of the Uniform Trust Code (“UTC”). New Jersey enacted its version of the UTC on January 19, 2016 and it becomes effective on July 17, 2016. N.J.S.A. 3B:31-1 et seq. Relationship to Other Laws Other existing laws must also be considered as the new UTC is not…
Religion and the Law: Be careful of internet living will forms.
Religion and the Law: Integrate religious values into your estate planning documents by modifying each document to reflect precepts of your faith.
Course Description: This is the second webinar discussing the Tax Cuts and Jobs Act, which President Trump signed into law on December 22, 2017 making massive changes to personal and estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, the structure of trusts (grantor vs. non-grantor,…
Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, choice of entity, employee reimbursement plans, trust income tax planning, the structure of trusts…
Course Description: Life insurance policies, especially those owned by trusts (TOLI) are facing a crisis. 45% of life policies purchased between 1982 and 2003 were non-guaranteed universal life policies. Of those polices 23%-25% are projected to lapse prematurely. Premature lapse undermines estate plans, harms those relying on the proceeds from those policies, and potentially triggers…