2025 Planning Review and Year End Planning Tips

A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment. Discussions will include: Roth conversions for large IRAs, Pecuniary funding clauses in a volatile stock market and the importance of a 645 election, Why a recent Delaware asset protection case, CES 2007 Trust should change practitioners view of trust planning, using AI to be culturally sensitive, Defined value clause mistakes, Basis planning with Community Property Trusts, GPOAs, and other techniques, Florida now has a Series LLC statute but is it a trap for the unwary? Rowland case and portability, the Gali case and family loans, and more.

Speakers: Martin M. Shenkman, Esq., Jonathan G. Blattmachr, Esq. Robert S. Keebler, CPA, Alan S. Gassman, Esq. And Thomas A. Tietz, Esq.

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