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Mitigating Successor Trustee Liability for Prior Fiduciary Breach: Trust Structure and Adm...
October 31, 2017 CLE Live Webinar

This CLE webinar will provide estate planning counsel and fiduciary advisers with a thorough and practical guide to protecting successor trustees from liability for breach of fiduciary duty by a preceding trustee or executor. The panel will describe the general rules binding successor trustees and d... Read More

Speakers:  David D. Little, Atty, Hartog Baer & Hand Jeffrey S. Tachiki, Principal, The Tachiki Law Group

GST Inclusion Ratios and Applicable Fractions for Estate Planners: Rules, Exceptions and T...
November 7, 2017 CLE, CPE, EA Live Webinar

This CLE webinar will provide estate planning counsel and advisers with a thorough and practical exploration to the computation of the generation-skipping transfer tax inclusion ratio. Inadvertent seemed allocations can cause a Trust to stray from the ideal of an inclusion ratio of zero or one. Unde... Read More

Speakers:  Celeste C. Lawton, Partner, Norton Rose Fulbright US Diana S.C. Zeydel, Shareholder, Greenberg Traurig Carmela T. Montesano, Greenberg Traurig

U.S.-Mexican Tax and Estate Planning for Cross-Border Clients
Reconciling U.S. and Mexican Law on Trusts, Ownership of Real Property, Situs and Wealth T...
November 14, 2017 CLE, CPE, EA Live Webinar

This webinar will provide estate planners with a comprehensive guide to estate planning tax challenges and opportunities for clients who have tax presence in both the U.S. and Mexico. The panel will discuss the U.S. tax law and treaty provisions that govern tax and fiduciary rules in both Mexico and... Read More

Speakers:  W. Aaron Hawthorne, Managing Director, Andersen Tax Raoul Rodriguez, CFP, EA, Wealth Manager, Pinnacle Advisory Group

U.S.-Israeli Estate Tax Planning for Dual Citizens
Reconciling U.S. and Israeli Law on Trust Taxation, Inheritance Laws, Situs Wills, and Wea...
November 21, 2017 CLE, CPE, EA Webinar

This CLE/CPE webinar will provide estate planners with a helpful guide to estate planning tax challenges and opportunities for clients who have tax presence in both the United States and Israel. The panel will discuss the U.S. tax law and treaty provisions that govern tax rules in both Israel and th... Read More

Speakers:  Gidon Broide, CPA, Managing Partner, Broide and Co. Debra T. Hirsch, Partner, Fox Rothschild K. Eli Akhavan, Managing Partner, Akhavan Law Group Felicia M. Seaton, Esq., Osher Felicia International Law Office

Avoiding Foreign Trust Throwback Tax on Distributions to U.S. Beneficiaries From Undistrib...
DNI and UNI Rules, Structuring Foreign Subtrusts, and Strategies to Defer Accumulation Tax
November 28, 2017 CLE, CPE, EA Live Webinar

This CLE/CPE webinar will provide estate planners and fiduciary advisers with a practical guide to navigating "the throwback tax" on distributions from foreign trusts to U.S. beneficiaries. The panel will define undistributed net income (UNI), detail the reclassification process, and offer specifics... Read More

Speakers:  Kirsten Burmester, Member, Caplin & Drysdale Lucy S. Lee, Partner, Akin Gump Strauss Hauer & Feld

Discretionary Trust Distributions From Corpus or Income: Avoiding Beneficiary Challenges a...
October 11, 2017 CLE, CPE, EA On-Demand

This webinar will provide estate planning counsel and fiduciary advisers with a thorough, practical guide to making discretionary non-liquidating distributions of corpus assets from a discretionary trust. The panel will discuss the liability risks involved for trustees making these distributions, de... Read More

Speakers:  Kenneth J. Fair, Partner, Wright & Close Elizabeth B. (Beth) Taylor, Walny Legal Group

Trusts Serving as Grantors to Other Trusts: Drafting Multi-Trust Structures for Optimal Ta...
Essential language in Grantor and Grantee Trusts
October 3, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a practical guide to the tax consequences of structuring trusts that own other trusts. The panel will discuss critical drafting language in both the grantor and grantee trust, and outline potential tax saving opportunities and risks in multi-tru... Read More

Speakers:  Andrew S. Katzenberg, Senior Counsel, Kleinberg Kaplan Wolff & Cohen Ruth Mattson, Principal, Bove & Langa

Structuring Trust Protector Provisions: Powers & Duties, Trustee Oversight, Tax and Fiduci...
Avoiding Unintentional Fiduciary Classification, Navigating State Differences
September 27, 2017 CLE, CPE, EA On-Demand

This webinar will provide estate planning counsel and advisers with a practical guide to structuring trust protector and directing party provisions into a trust or estate plan. The panel will discuss the specific duties to assign to trust protectors, potential risks to both the trustor and the prote... Read More

Speakers:  Alexander A. Bove, Jr., Partner, Program Chair, Bove & Langa William Kalish, Partner, Johnson Pope Bokor Ruppel & Burns Susan J. Merritt, Senior Vice President | Senior Fiduciary Officer, Northern Trust Elizabeth T. Meck, Vice President | Personal Trust Administration, Northern Trust

Modifying Irrevocable Trusts Using Nonjudicial Settlement Agreements
Structuring NJSA Wrappers, Relocating Trust Situs, Resolving Disputes, Remedying Trust Con...
September 19, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a thorough, comprehensive and practical guide to structuring nonjudicial settlement agreements (NJSAs) as a tool for modifying irrevocable trusts in states that have adopted the Uniform Probate Code or have NJSA statutes. The panel will discuss... Read More

Speakers:  Lauren Evans DeJong, Of Counsel, Stahl Cowen Crowley Addis Alissa B. Gorman, J.D., LL.M. (Taxation), Shareholder, McAndrews Law Offices Miguel D. Pena, Esq., The Law Office of Denise D. Nordheimer

U.S.-Israeli Estate Tax Planning for Dual Citizens
Reconciling U.S. and Israeli Law on Trust Taxation, Inheritance Laws, Situs Wills, and Wea...
September 12, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a helpful guide to estate planning tax challenges and opportunities for clients who have tax presence in both the United States and Israel. The panel will discuss the U.S. tax law and treaty provisions that govern tax rules in both Israel and th... Read More

Speakers:  Gidon Broide, CPA, Managing Partner, Broide and Co. Debra T. Hirsch, Partner, Fox Rothschild K. Eli Akhavan, Managing Partner, Akhavan Law Group Felicia M. Seaton, Esq., Osher Felicia International Law Office

Private Foundations in Estate Planning: Structuring Tax-Efficient Charitable Legacies
Minimizing Tax in Diversified Estates, Maximizing Charitable Impact, Navigating IRS Privat...
September 5, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel and advisers with a thorough and practical guide to structuring private foundations as a component of an integrated estate plan. The panel will describe the federal income tax treatment of private foundations, detail operational requirements... Read More

Speakers:  Jeremiah W. Doyle, IV, Senior Wealth Strategist, BNY Mellon Wealth Management Casey S. Hale, Member, Brown & Streza Stephanie L. Petit, Principal, Adler & Colvin Leon H. Rittenberg, III, Baldwin Haspel Burke & Mayer

Separate Share Rule Considerations in Structuring IRA Trusts
Ensuring Beneficial "Stretch" Treatment for Beneficiaries of IRA See-Through Trusts Throug...
August 29, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel with a thorough and practical guide to the separate share rule requirements and calculations as they apply to IRA beneficiary trusts. The panel will detail the specific requirements for designating separate shares in trust documents, outline... Read More

Speakers:  Kristen M. Lynch, Partner, Lubell Rosen Neda Barkhordar, Esq., Givner & Kaye

Trustees Obligation to Inform Beneficiaries: Avoiding Breach of Fiduciary Duty Claims
Reconciling Discrepancies Between Trust Document and State Law, Navigating State Statutes...
August 22, 2017 CLE On-Demand

This CLE webinar will provide estate planning counsel and advisers with a thorough and practical guide to navigating trustees' duties to inform beneficiaries and report trust existence and performance. The panel will address the key obligations that advisers to fiduciaries need to grasp and meet to... Read More

Speakers:  Nicole K. Mann, Partner, McDermott Will & Emery Jared R. Cloud, Partner, McDermott Will & Emery

Advanced Estate Plan Challenges for Second Marriages: QTIPs, Unitrusts, Disclaimers and Mo...
August 15, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel with a deep and practical guide to estate planning challenges involved in second (or subsequent) marriages. The panel will offer specific guidance on structuring spousal trusts, ensuring premarital and joint property is titled to avoid probat... Read More

Speakers:  L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation Edward P. Schlesier, Board Certified Specialist in Estate Planning, Trust and Probate Law, Blanchard Krasner & French

Structuring Private Family Trust Companies and SPEs for High Net Worth Individuals and Fam...
Evaluating Benefits and Risks, Ownership Structures, and State Law Considerations
August 2, 2017 CLE On-Demand

This CLE webinar will provide estate planning counsel and advisers with a practical guide to structuring private family trust companies (PFTCs) and special purpose entities (SPEs) for high net worth individuals and families. The panel will discuss the benefits and risks of PFTCs and other separate e... Read More

Speakers:  Barbara J. Hoeft, Managing Partner, Willow Street Group Holly Isdale, Founder, Wealthaven Constance Shields, Partner, Withers Worldwide

Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity a...
Strategies for Wealth Transfer and Asset Protection to Avoid Adverse Tax Consequences
August 1, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar for estate planning counsel who advise--or want to advise--private equity and hedge fund founders will discuss the estate planning opportunities presented by carried interest. The panel will outline how planners can help structure founders' transfers of carried interest to famil... Read More

Speakers:  Marissa Dungey, Partner, Withers Bergman Kevin Matz, Partner, Stroock & Stroock & Lavan Cristine M. Sapers, Partner, Loeb & Loeb Shishir Khetan, Managing Director, Stout Risius Ross

Structuring Installment Sales to Intentionally Defective Trusts: Using Private Annuities a...
Transferring Appreciated Property Through Asset Sales and Installment Payments
July 26, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive, deep and practical guide to structuring asset sales to IDITs. The panel will discuss the use of both promissory notes and private annuities in estate planning, and will identify ideal scenarios for determini... Read More

Speakers:  Julius H. Giarmarco, Chair of Trusts and Estates Practice Group, Giarmarco Mullins & Horton Michael D. Mulligan, Co-Chair, Lewis Rice

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjust...
July 18, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive and practical guide to successfully structuring defined value formula clauses to avoid gift tax consequences on asset transfers. The panel will provide specific guidance on making formula allocations to withs... Read More

Speakers:  Paige K. Ben-Yaacov, Partner, Baker Botts Patrick J. Duffey, Attorney, Holland & Knight Jonathan J. Rikoon, Partner, Loeb & Loeb

Drafting IRA Beneficiary "See-Through" Trust Provisions
Meeting Complex IRS Rules to Qualify a Trust as a Conduit Trust or an Accumulation Trust
July 11, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel with detailed guidance on the drafting of "see-through" trusts that qualify as IRA beneficiaries under IRS regulations. The panel will thoroughly discuss the rules for measuring life expectancy for purposes of required minimum distributions (... Read More

Speakers:  Gary D. Altman, Principal and Founder, Altman & Assoc. Kristen M. Lynch, Partner, Lubell Rosen Owen Kaye, Esq., Givner & Kaye

Pursuing and Defending Breach of Fiduciary Duty Claims Against Trustees of Closely Held Bu...
June 27, 2017 CLE, EA On-Demand

This CLE webinar will provide estate planning counsel, fiduciary advisers, and litigators with a thorough and practical guide to pursuing and defending breach of fiduciary duty claims against trustees whose trusts have significant or controlling interests in closely held businesses. These circumstan... Read More

Speakers:  Kenneth J. Fair, Partner, Wright & Close Robert C. Port, Partner, Gaslowitz Frankel Tina N. Babel, Principal, Carmody MacDonald

Mastering Fiduciary Accounting Income for Estate Planners and Administrators
June 1, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive and practical guide to navigating the complexities of fiduciary accounting income (FAI) for trusts and estates. The panel will focus on the impact of FAI on planners and estate administrators, and will detail how to interpret key... Read More

Speakers:  Gregory V. Gadarian, Partner, Gadarian & Cacy Scott M. Nelson, CPA, Hellmuth & Johnson

Structuring Joint Trusts in Separate Property States to Avoid Income and Gift Tax Pitfalls
Identifying "Problem" Assets, Coordinating JRTs With Credit Shelter Trusts, Drafting GPOAs...
May 23, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planners and advisers with a thorough and practical guide for utilizing joint trusts in separate property/common law states. The panel will outline the situations in which to use joint marital trusts and where to steer clear. The webinar will identify specifi... Read More

Speakers:  Lauren Evans DeJong, Of Counsel, Stahl Cowen Crowley Addis Scott K. Tippett, Atty, The Tippett Law Firm

Advanced Trust Drafting for Income Tax Minimization: Including Capital Gains in DNI, Push-...
Managing the Disparity in Income Tax Treatment Between Beneficiary and Trust
May 17, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planning counsel with a comprehensive understanding and application of best practices in tax planning and trust document drafting to minimize income tax consequences of trust income. The panelist will provide a thorough review of the rules and practices cover... Read More

Speakers:  Robert S. Barnett, Partner, Capell Barnett Matalon & Schoenfeld Albert Dumaual, Atty, Capell Barnett Matalon & Schoenfeld

U.S.-Canadian Tax and Estate Planning for Cross-Border Clients
Reconciling U.S. and Canadian Law on Trusts, Deemed Dispositions on Death, Situs Wills, an...
May 16, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive guide to estate planning tax challenges and opportunities for clients who have tax presence in both the United States and Canada. The panel will discuss the U.S. tax law and treaty provisions that govern tax and fiduciary rules i... Read More

Speakers:  Grant Gilmour, International Tax Partner, Gilmour Group CPAs C. Edward Kennedy, Jr., CPA, JD, Brady Ware & Company Susan J. Merritt, Senior Fiduciary Officer, Northern Trust

Structuring QDOTs for Non-Citizen and Nonresident Spouses: Deferring Tax Through Qualified...
Overcoming Unfavorable Exemption Rules for Non-U.S. Spouses, Utilizing Portability, and Ma...
May 9, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel advisers with a thorough and practical guide to the rules and structuring considerations to drafting qualified domestic trusts (QDOTs) for U.S. taxpayers with nonresident alien ("NRA") spouses. The panel will offer specific guidance on when t... Read More

Speakers:  Nancy O. Kuhn, Director, Jackson & Campbell John C. Martin, Founding Partner, The Law Offices Of John C. Martin Jonathan A. Mintz, Partner, Evergreen Legacy Planning

Structuring Special Needs Trusts as IRA Beneficiaries: Avoiding Tax Traps in Funding SNTs...
May 3, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planners with an advanced guide to drafting and structuring supplemental needs trusts and special needs trusts (SNTs), focusing on special considerations such as setting up trusts to serve as beneficiaries of retirement accounts, key drafting language, and tr... Read More

Speakers:  Elizabeth L. Gray, Principal, McCandlish Lillard Scott K. Tippett, Atty, The Tippett Law Firm

Structuring Trust Powers of Appointment for Tax Minimization and Asset Protection
Utilizing Optimal Basis Increase Trusts, Navigating the Uniform Power of Appointment Act,...
April 27, 2017 CLE On-Demand

This CLE webinar will provide estate planning counsel with a thorough and practical guide to structuring powers of appointment and their exercise in trust documents and wills. The panel will go beyond the basics to offer specific drafting tools to ensure that powers of appointment do not result in i... Read More

Speakers:  Salvatore J. LaMendola, Member, Giarmarco Mullins & Horton Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Tax and Estate Planning for Art Collectors
Navigating Valuation Challenges, 1031 Exchange Opportunities, Inter Vivos Transfers, and P...
April 19, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive guide to the estate and income tax planning issues specific to valuable artwork and collectible items within an estate portfolio. The panel will discuss the critical questions of verifying title, documenting valuation, and dealin... Read More

Speakers:  K. Eli Akhavan, Managing Partner, Akhavan Law Group Scott K. Tippett, Atty, The Tippett Law Firm

Post-Mortem Trust Planning, Modifications and Allocations: Tax Elections Available to the...
Modifying Trusts Post-Mortem to Minimize Income Tax, Utilize Deferral Opportunities, and O...
April 5, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel with an advanced and practical guide to post-mortem planning, including trust modification and allocations. The panel will offer tools to help fiduciaries and trust administrators navigate post-mortem planning challenges and opportunities, in... Read More

Speakers:  Jonathan C. Lurie, Partner, Venable Jeremiah W. Doyle, IV, Senior Wealth Strategist, BNY Mellon Wealth Management James I. Dougherty, Withers Bergman

Structuring Preferred Partnership Freezes in Estate Planning: Navigating IRC Chapter 14 Va...
March 30, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of "freeze partnerships" as a tool for inter-generational wealth transfer. The panel will discuss how to determine when freeze pa... Read More

Speakers:  David C. Jacobson, Counsel, Meltzer Lippe Goldstein & Breitstone Eric Fischer, Esq., Withers Bergman Joshua Becker, Esq., Withers Bergman

Avoiding "Due on Transfer" Provisions in Land Trusts and Single-Member LLCs
A Real-World Guide to Garn-St. Germain Act Exemptions
March 22, 2017 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planners and trust attorneys with comprehensive guidance on accomplishing transfers of encumbered real property to a revocable living trust without triggering "due on sale/due on transfer" mortgage provisions. The panel will discuss how the Garn-St. Germain D... Read More

Speakers:  William Bronchick, Principal Shareholder, Bronchick & Associates Bryan Dunklin, Law Offices of Bryan Dunklin

U.S.-Canadian Tax and Estate Planning for Cross-Border Clients
Reconciling U.S. and Canadian Law on Trusts, Deemed Dispositions on Death, Situs Wills, an...
March 1, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive guide to estate planning tax challenges and opportunities for clients who have tax presence in both the United States and Canada. The panel will discuss the U.S. tax law and treaty provisions that govern tax and fiduciary rules i... Read More

Speakers:  Grant Gilmour, International Tax Partner, Gilmour Group CPAs C. Edward Kennedy, Jr., CPA, JD, Brady Ware & Company Susan J. Merritt, Senior Fiduciary Officer, Northern Trust

Revocable Grantor Trusts and IDGTs After the Death of the Trustor: Avoiding Gain Triggers,...
Structuring Trust Documents to Avoid Post-Mortem Income Tax Issues
February 14, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive and practical guide to navigating the proper tax treatment and fiduciary requirements for defective trusts upon the death of the trustor. The panel will discuss income allocation rules, post-mortem asset transfer strategies, and... Read More

Speakers:  Leo J. Cushing, CPA, LLM, Partner, Cushing & Dolan Luke C. Bean, Esq., LLM, Cushing & Dolan

Estate Basis Consistency Rules for Fiduciaries: Navigating Reporting Requirements and Dist...
Avoiding Penalties, Determining Impact of Disclosure Rules On Estate and Beneficiaries
February 7, 2017 CLE, CPE, EA On-Demand

This webinar will provide estate planners and advisers to trusts and estates with a practical guide to the new estate basis consistency reporting requirements as they impact trustees and fiduciaries. The panel will explain the 2016 IRS pronouncements on coordinating basis reporting with the filing o... Read More

Speakers:  Christiana Lazo, Counsel, Ropes & Gray Nelson H. Hunt, Of Counsel, Bisignano Harrison Neuhoff Abigail E. (Abby) O'Connor, Senior Counsel, Holland & Knight

Drafting IRA Beneficiary "See-Through" Trust Provisions
Meeting Complex IRS Rules to Qualify a Trust as a Conduit Trust or an Accumulation Trust
January 24, 2017 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel with detailed guidance on the drafting of "see-through" trusts that qualify as IRA beneficiaries under IRS regulations. The panel will thoroughly discuss the rules for measuring life expectancy for purposes of required minimum distributions (... Read More

Speakers:  Gary D. Altman, Principal and Founder, Altman & Assoc. Neda Barkhordar, Esq., Givner & Kaye Kristen M. Lynch, Partner, Lubell Rosen

Trust Dispositions of IRAs and Qualified Plans: Structuring See-Through Trusts and Stretch...
January 17, 2017 CLE, CPE, EA On-Demand

The CLE/CPE webinar will provide estate planning professionals with a thorough and practical guide to the planning and structuring considerations of clients with qualified retirement plans. The panel will address the specific planning issues involving pre-mortem allocation and post-mortem dispositio... Read More

Speakers:  Larry S. Hartley, Strauss Attorneys Carter B. Webb, Strauss Attorneys

IRA and Qualified Retirement Plan Beneficiary Designations: Techniques for Estate Planners...
Identifying, Avoiding and Correcting Designation Problems with Tax and Non-Tax Consequence...
November 21, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel and tax advisers with guidance on resolving beneficiary designation problems that plague IRAs and qualified plans held in trusts. The panel will offer various options and approaches to mitigate resulting damage to correct trust structures and... Read More

Speakers:  Stephen J. Bigge, CPA, Partner, Keebler & Associates Kristen M. Lynch, Partner, Lubell Rosen

Massive Estate Planning Changes for 2016 and Beyond: Meeting New IRS Basis Consistency Req...
Ensuring Current and Future Estate Plans and Trusts Withstand Stringent New IRS Rules and...
November 9, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a recap of 2016 developments pertaining to estate planning, and will offer detailed suggestions on year-end considerations that planners should be aware of in reviewing existing estates and trusts. The panel will discuss the impact of several ke... Read More

Speakers:  Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Estate Planning for Multinational Families: Navigating Interests in Foreign Business, Real...
November 2, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planning counsel and tax advisers with a practical guide to planning tools and techniques for clients who are members of a multinational family. The panel will discuss estate planning complexities involved when a U.S. taxpayer has a foreign spouse or direct f... Read More

Speakers:  Andrew Bernknopf, Member, De Castro West Chodorow Glickfeld & Nass Elizabeth L. Morgan, Principal, Elizabeth Morgan & Associates

Offshore Asset Protection Trusts: Structuring Foreign Trusts as Part of an Integrated Esta...
Underlying Concepts, Selecting Situs and Trustee, Arbitraging Competing Legal Systems, Det...
October 25, 2016 CLE On-Demand

This CLE webinar will provide estate planners with a comprehensive guide to drafting offshore asset protection trusts as part of an integrated estate plan. Barry Engel will discuss the key practical concerns of structuring offshore trusts, such as choice of trust situs, powers that rest with the tru... Read More

Speakers:  Barry S. Engel, Esq., Shareholder, Greenspoon Marder

Funding Trusts: Ensuring Optimal Asset Transfers, Changing Ownership, Monitoring Asset Per...
October 18, 2016 CLE On-Demand

This CLE webinar will provide estate planners with a thorough and practical guide to funding trusts. The panel will discuss funding considerations for both revocable and irrevocable trusts, detailing funding considerations at formation, as well as review and evaluation of trust assets during operati... Read More

Speakers:  Priya Prakash Royal, Esq. LL.M., Managing Attorney, Royal Law Firm Yahne Miorini, Founder and Principal, Miorini Law

Navigating the New Section 2704 Discount Valuation and Transfer Regulations: What Estate P...
October 11, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners and counsel with a critical first look at the newly proposed regulations under Section 2704. The panel will detail the contents of the new regulations, describe the likely impact of the change in valuation discount techniques, and offer practical gui... Read More

Speakers:  Susan Peckett Witkin, Partner, Blank Rome James G. Blase, Principal, Blase & Associates Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Avoiding "Crummey Power" Mistakes in Drafting Trust Documents
Protecting Against IRS Challenges to Gifts to Irrevocable Trusts
October 4, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide tax counsel with a detailed review of best practices in drafting and maintaining Crummey provisions in trust documents. The panel will discuss the key language that must be included in all trusts that utilize Crummey "present interest" withdrawal provisions to quali... Read More

Speakers:  Christiana Lazo, Partner, McDermott Will & Emery Lorraine F. New, George W. Gregory

Structuring Split-Dollar Life Insurance Arrangements After Morrissette: Leveraging the Eco...
September 20, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners and advisers with a thorough and practical guide to the use of split-dollar life insurance arrangements in the aftermath of the landmark U.S. Tax Court holding in the Morrissette case. The panel will offer specific guidance on drafting split-dollar a... Read More

Speakers:  Kelley C. Miller, Atty, Reed Smith Richard Harris, CLU, AEP, Richard L. Harris LLC

Structuring GRATs: Maximizing Estate Freeze Benefits, Avoiding Costly Errors With Specific...
September 6, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will offer a comprehensive and practical guide to the structuring of Grantor Retained Annuity Trusts (GRATs). The panel will go beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize the estate freeze benefits of GRATs. The panel w... Read More

Speakers:  Eric M. Kramer, Partner, Farrell Fritz Scott K. Tippett, Atty, The Tippett Law Firm

Estate Planning for Income Tax Reduction: Strategies for Maximizing New Basis
Leveraging Estate Tax Inclusion, Partnerships, Trusts, and Powers of Appointment
August 24, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will prepare estate planning counsel and tax advisors to unravel, understand and utilize stepped-up basis for income tax purposes. The panel will outline specific techniques for estate tax planning to leverage the advantages of a new basis at death, which often is a step-up in b... Read More

Speakers:  L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Estate Planning for Creators of Intellectual Property
July 26, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a comprehensive guide to the specific planning needs of artists, authors and other creators of intellectual property. The panel will discuss valuation of copyrights, trademarks, service marks, and patents, as well as discounting of royalty strea... Read More

Speakers:  Scott K. Tippett, Atty, The Tippett Law Firm Christi Rodriguez Cottrell, J.D., MFA, New York Life Insurance Company Megan Low, Esq., Director of Services, Arts & Business Council of Boston

Modifying Irrevocable Trusts: Changing the Unchangeable?
Navigating Modification Methods, Governing Law, Consent Requirements, and Tax Consideratio...
July 12, 2016 CLE On-Demand

This CLE webinar will provide estate planning counsel with techniques and best practices to modify an irrevocable trust. Our panel will describe the various modification methods, including decanting, construction, reformation, division and amendment; explain the applicability of state law; outline k... Read More

Speakers:  Jaclyn G. Feffer, Principal, Fiduciary Counsel, Bessemer Trust Meryl G. Finkelstein, Partner, Brick & Patel Lauren Evans DeJong, Of Counsel, Stahl Cowen Crowley Addis

Springing the Delaware Tax Trap: Drafting Limited Powers of Appointment to Increase Asset...
June 28, 2016 CLE, CPE, EA On-Demand

This webinar will provide estate planners and advisers with a thorough and practical guide to utilizing the Delaware Tax Trap technique to increase asset basis and minimize income tax. The panel will offer guidance on drafting the powers of appointment needed to construct the trap, and discuss circu... Read More

Speakers:  Steven T. O'Hara, Shareholder, Bankston Gronning O'Hara, P.C. Jeffrey C. Wolken, Administrative Vice President, Wilmington Trust Company

Disclaimer Trusts in the Post-ATRA Age: Drafting Disclaimers, Clayton QTIPs and OBITs to O...
Planning For and Utilizing Qualified Disclaimers and Clayton QTIPs to Optimize Basis and E...
June 14, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide a comprehensive guide to both planning opportunities and post-mortem "fixes" through proactive use of qualified disclaimers. The panel will discuss marital deduction trust planning beyond portability and will offer concrete drafting suggestions for structuring joint... Read More

Speakers:  Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services Jeremiah H. Barlow, JD, WealthCounsel

Trust Decanting: Flexibility and Danger
Achieving Tax Benefits, Revising Fiduciary Powers, and Mitigating Trustee Liability
May 10, 2016 CLE, CPE On-Demand

This CLE webinar will review when situations where a trust decanting may be appropriate and highlight differences in the state decanting statutes. They will also discuss the newly enacted Uniform Trust Decanting Act. Read More

Speakers:  Meryl G. Finkelstein, Partner, Brick & Patel Todd A. Flubacher, Partner, Morris Nichols Arsht & Tunnell

Structuring Installment Sales to Intentionally Defective Trusts: Using Private Annuities a...
Transferring Appreciated Property Through Asset Sales and Installment Payments
May 3, 2016 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive, deep and practical guide to structuring asset sales to defective trusts. The panel will discuss the use of both promissory notes and private annuities in estate planning, and will identify ideal scenarios fo... Read More

Speakers:  Julius H. Giarmarco, Chair of Trusts and Estates Practice Group, Giarmarco Mullins & Horton Michael D. Mulligan, Co-Chair, Lewis Rice

Estate Planning Involving Resident and Non-Resident Aliens
Navigating Estate, Gift and GST Tax Rules; Leveraging Estate and Lifetime Gifting Opportun...
March 16, 2016 CLE, CPE On-Demand

This CLE/CPE webinar will focus on the key issues that arise for counsel and tax advisors in estate planning for resident and non-resident aliens, focusing on relevant tax rules and potential estate planning pitfalls and opportunities. The panel will outline and analyze hypothetical estate planning... Read More

Speakers:  Dean C. Berry, Partner, Cadwalader Wickersham & Taft Jinsoo J. Ro, Schulte Roth & Zabel

High-Balance IRAs: Estate and Income Tax Planning Strategies
Navigating the Unique Challenges of Large IRAs, Avoiding Double Taxation and Protecting IR...
February 24, 2016 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners with a deep dive into the planning challenges and opportunities that arise for clients with very high balance IRAs. The panel will discuss the specific issues with large IRAs, outline strategies for overall tax minimization and present options for po... Read More

Speakers:  Stephen J. Bigge, CPA, Partner, Keebler & Associates Scott K. Tippett, Atty, The Tippett Law Firm

Social Security Claiming Strategies for Estate Planners: Updated for the 2015 Bipartisan B...
Maximizing Benefits and Optimizing Lifetime Income
December 17, 2015 CLE On-Demand

This CLE webinar will help estate planners and advisers develop Social Security benefit claiming strategies for clients nearing retirement age. At least 10,000 people each day become eligible for Social Security benefits. Your clients will look to you for answers--are you prepared or will they find... Read More

Speakers:  Thomas R. Hager, Managing Partner, Schlabig & Associates

Selecting Trustees and Structuring Trustee Powers: Guidance for Estate Planners on Tax and...
December 3, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will explain key tax and non-tax issues estate planning counsel must consider in advising clients on trustee selection. The panel will review the trustee's legal and fiduciary duties, explore the optimal qualities a trustee should possess, and discuss the estate, gift and income... Read More

Speakers:  Sasha A. Klein, JD, LLM, Senior Vice President, Director of Trusts & Wealth Services, Sabadell Bank & Trust Mark R. Parthemer, Managing Director and Senior Fiduciary Counsel, Southeast Region, Bessmer Trust Jordan D. Veurink, Atty, Lindquist & Vennum

Early Termination of Charitable Remainder Trusts: Tax Consequences and Planning Opportunit...
Drafting Provisions That Allow Termination; Navigating Methods of Termination, State Law C...
November 23, 2015 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide tax counsel and advisers with a detailed and practical guide to the early termination of charitable remainder trusts (CRTs). The panel will discuss the reasons for terminating a CRT early, drafting questions and provisions that allow for early termination of a CRT,... Read More

Speakers:  Seth R. Kaplan, Partner, Berger Singerman Brian M. Sweet, Esq., Patterson Belknap Webb & Tyler

Estate Planning With Disregarded Entities: Single-Member LLCs and Qualified Subchapter S C...
October 21, 2015 CLE On-Demand

This CLE webinar will provide estate planning counsel with an understanding of the advantages and disadvantages of disregarded entities in estate planning. The panel will outline tax savings and asset protection benefits, explain practical structuring techniques, and discuss tax treatment and potent... Read More

Speakers:  James M. Duggan, Principal, Duggan Bertsch Kristen E. Simmons, Member, Oshins & Associates Vincent M. D’Addona, Senior Consultant, Strategies for Wealth

Estate Planning With Grantor Trusts: Leveraging GRATs and IDGTs to Minimize Taxes, Preserv...
October 15, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will guide estate planning counsel on the use of grantor trusts in the new, income tax focused planning environment. Our experienced panelists will outline the benefits to clients of using grantor trusts, explain practical drafting and structuring techniques for grantor retained... Read More

Speakers:  Eido M. Walny, Founder, Walny Legal Group Nathan K. Johnson, Shareholder, Reinhart Boerner Van Deuren Mary Ann Sisco, Senior Vice President, Northern Trust

Estate Planning With Marital Trusts Post-ATRA: Optimizing Basis Step-Up and Leveraging AB...
September 30, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planning counsel with strategies for using marital trusts to maximize tax benefits, as well as to control and protect assets. The panel will discuss the use of AB trusts post-ATRA and explain how to structure trusts to maximize estate and income tax benefits... Read More

Speakers:  Mitchell R. Miller, Atty Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services Edward P. Schlesier, Board Certified Specialist in Estate Planning, Trust and Probate Law, Blanchard Krasner & French

FATCA, Foreign Trusts and Estate Planning: Navigating Complex Reporting and Withholding Re...
September 22, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will provide estate planning counsel with guidance on complying with the reporting and withholding provisions of the Foreign Account Tax Compliance Act (FATCA). The panel will review the FATCA provisions applicable to foreign trusts, explain the classification of foreign trusts... Read More

Speakers:  Sahel A. Assar, Consulting Attorney, Chadbourne & Parke Edward Vergara, Partner, Withers Bergman

Structuring IRA Trusts in Estate Planning: Strategies for Minimizing Taxes and Preserving...
September 17, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will prepare estate planning practitioners and tax advisors to identify opportunities for estate planning associated with IRA trusts. The panel will outline the asset protection and tax savings benefits, structuring IRA trusts, and minimum distribution rules. Read More

Speakers:  Salvatore J. LaMendola, Member, Giarmarco Mullins & Horton Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Estate Planning With Section 1031 Exchanges: Structuring Like-Kind Exchanges of Investment...
Complying with Complex IRS Requirements to Achieve Short- and Long-Term Tax Savings
September 1, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will guide estate planning counsel through structuring IRC 1031 exchanges that allow clients to defer paying capital gains tax on the sale of investment property. The panel will explore opportunities for taking advantage of this under-utilized planning strategy and outline the m... Read More

Speakers:  David M. Hellman, CPA, Atty, Law Office of David M. Hellman James Miller, Senior Vice President, Investment Property Exchange Services Stephen L. Robison, JD, LLM, President, Strategic Property Exchanges

Estate and Trust Fiduciary Litigation: Minimizing and Defending Breach of Duty Claims
Navigating Causes of Action; Leveraging Waivers, Investment Duty Exceptions, Standing and...
August 18, 2015 CLE On-Demand

This CLE webinar will provide guidance to estate planning counsel on minimizing and defending breach of fiduciary duty claims when administering trusts and estates. The experienced panelists will discuss the most contentious breach of duty claims and effective defenses and techniques to reduce the p... Read More

Speakers:  Martin S. Fallon, Partner, Maslon Angelo Michael Grasso, Atty, Greenfield Stein & Senior Anthony R. La Ratta, Partner, Archer & Greiner

NING and DING Trusts in Estate Planning: Designing ING Trusts to Avoid State Income Tax an...
Effective Drafting of Incomplete Gift Non-Grantor Trusts, Jurisdictional Differences, IRS...
August 11, 2015 CLE, CPE, EA On-Demand

This CLE/CPE webinar will guide estate planning counsel on the use of NING and DING trusts to reduce or avoid state income taxes. The panel will discuss the implications of IRS private letter rulings (PLRs) and the differences among jurisdictions which allow for incomplete gift non-grantor trusts. Read More

Speakers:  Robert S. Keebler, Partner, Keebler & Associates Steven J. Oshins, Oshins & Associates

Estate Planning Strategies for Minimizing the Net Investment Income Tax on Trusts and Esta...
Reducing NIIT Through Distribution of Investment Income, Investment Allocation, Use of Gra...
July 22, 2015 CLE, CPE On-Demand

This CLE webinar will provide guidance to estate planning counsel on strategies for eliminating or reducing the 3.8% net investment income tax (NIIT) on estates and trusts. The panel will discuss planning techniques that benefit both trusts and their beneficiaries, including options for distributing... Read More

Speakers:  Sasha A. Klein, JD, LLM, Senior Vice President, Director of Trusts & Wealth Services, Sabadell Bank & Trust Mark R. Parthemer, Managing Director and Senior Fiduciary Counsel, Southeast Region, Bessmer Trust

Probate Strategies When Non-Resident/Non-Citizen Decedents Own U.S. Assets: Legal, Tax and...
June 30, 2015 CLE On-Demand

This CLE webinar will provide estate planning counsel with a review of key issues that arise when a non-resident decedent's estate owns assets in the United States. The panel will explain the practical issues in obtaining original or ancillary probate or administration, potential conflicts between t... Read More

Speakers:  Dean C. Berry, Partner, Cadwalader Wickersham & Taft Jinsoo J. Ro, Norton Rose Fulbright

Intra-Family Transactions in Estate Planning: Structuring Loans and Self-Cancelling Instal...
Strategies to Minimize the Gift Tax and Avoid Inclusion in the Gross Estate
June 23, 2015 CLE On-Demand

This CLE webinar will guide estate planning counsel in the use of intra-family transactions for wealth shifting and preservation. Attendees will learn techniques and approaches to minimize gift tax consequences and avoid inclusion in the gross estate. Read More

Speakers:  Kathryn Baldwin Hecker, Atty, Arnall Golden Gregory Scott K. Tippett, Atty, The Tippett Law Firm Michael L. Van Cise, Atty, Arnall Golden Gregory

Estate Planning With Education Trusts and 529 Plans
Establishing Education Trusts for Tax Savings, Drafting Education Provisions in Revocable...
June 16, 2015 CLE On-Demand

This CLE webinar will help counsel identify and take advantage of the estate planning opportunities that education trusts and 529 College Savings Plans offer. The program will outline the tax savings and flexibility benefits and provide guidance on structuring trusts, drafting education provisions,... Read More

Speakers:  Michael T. Clear, Partner, Wiggin and Dana Laura French, J.D., LL.M. in Taxation, Founder, French Law Group LLC Stephen M. Worrall, Atty, The Manely Firm

Trust Protectors in Estate Planning: Benefits and Legal Risks
Evaluating the Use, Selection, and Powers of Trust Protectors in States With and Without T...
June 9, 2015 CLE On-Demand

This CLE webinar will provide estate planning practitioners with a review of the benefits and risks of incorporating trust protectors and directing parties into estate plans. The panel will discuss how counsel can use trust protectors, drafting considerations, powers and duties, and jurisdictional d... Read More

Speakers:  Mary A. Akkerman, Partner, Lindquist & Vennum Gregory F. Monday, Shareholder, Reinhart Boerner Van Deuren Edward L. Perkins, Principal, Gibson & Perkins

Estate Planning and the Fiduciary Exception to Attorney-Client Privilege
Protecting Estate Counsel's Advice to Trustees Amid Conflicting Court Rulings
May 26, 2015 CLE On-Demand

This CLE webinar will provide guidance to estate planning counsel on whether and to what extent the fiduciary exception to attorney-client privilege applies to their communications with trustees. The panel will examine recent court rulings on the fiduciary exception and explain best practices for pr... Read More

Speakers:  Tina N. Babel, Principal, Carmody MacDonald Laura E. Morris, Partner, Warner Norcross & Judd

Estate Planning and Rules for Minimum Distributions From Retirement Plans and IRAs
Navigating Rules for Different Retirement Accounts, Computing Required Distributions, and...
April 28, 2015 CLE, CPE, EA On-Demand

This CLE/CPE webinar will guide estate planning counsel in navigating the complexities involved in minimum distribution rules from retirement plans and IRAs. Attendees will learn how to compute required distributions, and navigate lifetime rules and post-death options for beneficiaries. Read More

Speakers:  Kristen M. Lynch, Shareholder, Fowler White Burnett Scott K. Tippett, Atty, The Tippett Law Firm

Income Tax Basis in Estate Planning: Maximizing Advanced Techniques to Avoid Income Tax on...
Implementing Double Basis and Estate Trust Strategies; Overcoming Basis Issues With Giftin...
April 21, 2015 CLE, CPE, EA On-Demand

This CLE/CPE webinar will provide estate planners and tax professionals with best practices for minimizing income taxes on inherited assets by leveraging the opportunities available to spouses. Read More

Speakers:  Glenn J. Christofides, Esq., Bressler Amery & Ross Laurelle M. Gutierrez, Partner, McDermott Will & Emery L. Timothy Halleron, Partner, McDermott Will & Emery

Structuring Joint Exempt Step-Up Trusts: Evolving Tool to Maximize Step Up in Basis
Leveraging Opportunities, Navigating Complexities, and Preserving the Estate Tax Exemption...
March 24, 2015 CLE, CPE, EA On-Demand

This CLE/CPE webinar will prepare estate planning counsel to use an estate planning tool specifically for estate tax exemption and income tax basis step-up preservation. Our experienced panelists will outline practical drafting techniques and explain ambiguities and risks in taking advantage of step... Read More

Speakers:  Christopher J. Denicolo, Partner, Gassman Law Associates Alan S. Gassman, Partner, Gassman Law Associates Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

Lifetime Gifting in Estate Planning: Leveraging QTIP Trusts, QPRTs, SLATs
March 11, 2015 CLE, CPE On-Demand

This CLE/CPE webinar will guide estate planning counsel in the use of lifetime gifts in a high exemption environment. Attendees will learn how to leverage various types of trusts that effectuate gifting goals while maximizing tax efficiency. Read More

Speakers:  Missia H. Vaselaney, Partner, Taft Stettinius & Hollister Jeremiah W. Doyle, IV, Senior Wealth Strategist, BNY Mellon Wealth Management Jordan D. Veurink, Atty, Lindquist & Vennum

Retirement Benefits in the Non-Taxable Estate: Maximizing Tax-Deferred Advantages
Estate Planning for Pension and 401Ks, IRAs/Roth IRAs, Beneficiary Designations, and Post-...
February 24, 2015 CLE, CPE, EA On-Demand

This CLE webinar will discuss planning for the disposition of retirement benefits for estates below the threshold for filing a federal estate tax return. The program will look at retirement plan differences, beneficiary designations, and post-mortem planning. Read More

Speakers:  Bruce Givner, Principal, Givner & Kaye Kristen M. Lynch, Shareholder, Fowler White Burnett

Tax Apportionment in Estate Planning: Drafting Clauses to Preserve Dispositive Provisions
Navigating Techniques for Estate, Gift, Income, Generation Skipping Taxes and Retirement A...
January 20, 2015 CLE, CPE, EA On-Demand

This CLE webinar will prepare estate planning counsel to draft tax apportionment clauses that preserve dispositive provisions in the client's estate plan. Our experienced panelists will outline specific techniques for designing apportionment clauses within all tax frameworks and for retirement asset... Read More

Speakers:  Gary D. Altman, Principal and Founder, Altman & Assoc. David A. Berek, Partner, Handler Thayer Scott K. Tippett, Atty, The Tippett Law Firm

Leveraging the GST Exemption: An Alternative to Portability Planning
A Roadmap for Maximizing the Generation-Skipping Transfer Exemption
December 2, 2014 CLE, CPE, EA Download

This CLE webinar will discuss the use of the generation-skipping transfer (GST) exemption as an alternative to portability planning. The program will look at the history of the GST exemption, the advent of portability in estate tax planning, and best practices for leveraging a client's GST exemption... Read More

Speakers:  Lauren A. Jenkins, Principal, Offit Kurman Gal N. Kaufman, Principal, Offit Kurman Bruce D. Steiner, Kleinberg Kaplan Wolff & Cohen

Split Dollar Arrangements: Leveraging Gift, Estate and Income Tax Benefits
Choosing the Appropriate Taxation Method and Policy, Structuring the Agreement, and Creati...
November 11, 2014 CLE, CPE, EA Download

This CLE/CPE webinar will guide estate planning counsel in effectively using split-dollar arrangements to provide flexibility for clients. Our distinguished panelists will offer a detailed review of appropriate tax methods and policies, techniques for structuring the agreement, and special considera... Read More

Speakers:  Richard Harris, CLU, AEP, Richard L. Harris LLC Jeri L. Turley, President and Principal, BCG Companies

Portability in Estate Planning: Alternative Strategy for Maximizing Tax Benefits
Evaluating Advantages of Portability vs. Traditional Bypass Trusts
October 14, 2014 CLE, CPE, EA Download

This CLE webinar will offer tax advisors, and estate and trust law attorneys best practices for using portability in estate planning as a significant tax saving tool for clients going forward. The panel will outline election timing, language drafting in estate planning documents, and how trust plann... Read More

Speakers:  Richard S. Franklin, Member, McArthur Franklin George D. Karibjanian, Senior Counsel, Proskauer Rose Lester B. Law, Director of Client Management, Abbot Downing

Buy-Sell Agreements in Estate Planning: Overcoming Suitability, Tax, Valuation and Funding...
August 19, 2014 CLE, CPE, EA Download

This CLE webinar will educate estate planning counsel on creating and implementing one of the most powerful tools in business succession--the buy-sell agreement. Our experienced panel of estate planning counsel will offer structuring techniques with regard to tax, valuation, funding issues and more. Read More

Speakers:  Brian M. Annino, Member, Annino Law Firm Donna Ray Berkelhammer, Counsel, Sands Anderson Gregory F. Monday, Shareholder, Reinhart Boerner Van Deuren

Drafting Estate Defective Trusts: Income Reallocation, Basis Step-Up, Appreciation, Gift a...
August 12, 2014 CLE, CPE, EA Download

This CLE webinar will educate estate planning counsel and tax advisors on the utilization of estate defective trusts (EDTs) in a new, income tax planning focused environment. Our panel will discuss drafting provisions to maximize tax benefits, among others. Read More

Speakers:  Alvin J. Golden, Shareholder, Ikard Golden Jones Edwin P. Morrow, III, Esq., Director, Wealth Transfer Planning and Tax Strategies, Key Private Bank Family Wealth Advisory Services

S-Corp Trusts in Estate Planning: Drafting Grantor, Testamentary, Qualified Sub S and Elec...
Navigating Interest Expense and NII Issues and Overcoming Challenges to Maintain Tax Attri...
July 29, 2014 CLE, CPE Download

This CLE webinar will guide estate planning counsel in overcoming complex tax planning challenges with the use of S-corporations. The experienced panelists will discuss drafting techniques for grantor, testamentary, qualified subchapter S trusts (QSSTs) and electing small business trusts (ESBTs), as... Read More

Speakers:  Langdon T. Owen, Jr., Shareholder, Parsons Kinghorn Harris Louis Vlahos, Partner, Farrell Fritz

Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupli...
June 10, 2014 CLE Download

This CLE webinar will provide estate planning counsel with guidance on avoiding pitfalls in portability planning. Attendees will learn planning techniques to navigate asset composition, decoupling, GST exemption issues and more. Read More

Speakers:  Richard S. Franklin, Member, McArthur Franklin Chuck Roulet, Principal, Roulet Law David Shayne, Of Counsel, Holland & Knight

Estate Planning for Digital Assets 2014: Identification, Access and Ownership Challenges
Succession Plan Strategies for Internet and Computer Files, Social Media, and Electronic A...
May 13, 2014 CLE Download

This CLE webinar will provide guidance to develop a comprehensive estate and succession plan encompassing digital assets. The panel will discuss issues particular to this unique class of property, offer estate planning and administration options, and explore current and future trends in this area. Read More

Speakers:  Naomi R. Cahn, Harold H. Greene Professor of Law, George Washington University Law School Vicki Levy Eskin, Atty, Levy & Associates Christopher M. Guest, Atty, Law Office of Christopher Guest

Captive Insurance Companies: Business, Estate Planning and Asset Protection Considerations
Best Practices for Structure, Implementation and Choice of Domicile Through Industry-Speci...
April 29, 2014 CLE Download

This CLE webinar will prepare estate planning counsel to leverage tax and asset protection benefits for clients by using captive insurance companies. Our experienced panel will provide best practices that are within IRS guidelines and safe harbors for structure and implementation through real-world... Read More

Speakers:  Kevin Allgood, Senior Vice President, Hub International Michaeline Gordon, Principal, Dolgin Law Group Lou Schendl, Manager, Timberview Captive Robert K. Wold, AFIS, CLCS, Vice President, Hub International

IRA Beneficiary Trusts and Post-Death Administration: Strategies and Tools for Implementat...
Navigating RMD Issues, Income Tax and Asset Protection Elections, Establishing Sub-Share T...
March 26, 2014 CLE Download

This CLE webinar will focus on best practices in administering IRA beneficiary trusts. The panel will discuss ways to measure lives for required minimum distributions (RMDs), coordinate with trustees regarding estate tax related issues and with IRA custodians for payout of RMDs, establish beneficiar... Read More

Speakers:  Philip J. Kavesh, Atty, The Ultimate Estate Planner Michelle L. Ward, Partner, Keebler & Associates

Drafting Irrevocable Silent Trusts: Preserving Privacy of Trust Assets from Spendthrift Be...
Balancing Fiduciary Duties, Selecting Trust Situs and Type, Protecting Trust Assets, and M...
February 25, 2014 CLE Download

This CLE webinar will educate estate planning counsel on structuring irrevocable silent trusts. You will hear from experienced panelists as they discuss types of silent trusts, trust situs and the delicate balance between secrecy and fiduciary duties to the beneficiaries of the trust. Read More

Speakers:  Caitlin LoCascio-King, Law Office of Caitlin LoCascio-King

Irrevocable Life Insurance Trust Strategies Post-ATRA: Maximizing Tax and Non-Tax Benefits
Forming, Funding and Administering ILITs or Unwinding Unnecessary Trusts
February 18, 2014 CLE Download

This CLE webinar will educate estate planning counsel on leveraging irrevocable life insurance trusts (ILITs) in the modern estate plan. Our experienced panelists will outline the tax and non-tax benefits of--and options for--unwinding ILITs. Read More

Speakers:  Bruce Givner, Principal, Givner & Kaye George D. Karibjanian, Senior Counsel, Proskauer Rose Jill L. Miller, Adjunct Professor, Jill Miller & Associates

Estate Planning Update for 2014
Leveraging ATRA for Asset Protection Planning and Gifting Opportunities
January 28, 2014 CLE, CPE Download

This CLE webinar will discuss the impact ATRA has had on estate planning strategies during its first year. The panel will explain how the higher exemption gives estate planners an array of new tools and approaches and a new primary focus on asset protection planning rather than estate tax reduction. Read More

Speakers:  Bruce D. Steiner, Kleinberg Kaplan Wolff & Cohen Scott K. Tippett, Atty, The Tippett Law Firm

Trust and Probate Challenges: Minimizing and Litigating Claims of Undue Influence, Fraud,...
Overcoming Evidentiary Hurdles with Medical Records, Documentation, Experts and Other Witn...
January 16, 2014 CLE Download

This CLE webinar will prepare estate planning counsel to litigate challenges to the will or trust documents. Our panelists will discuss the substantive bases for challenging wills and trusts, differing procedural requirements, and handling difficult evidentiary issues. Read More

Speakers:  James A. Bush, Of Counsel, Van Dyke & Associates Anthony R. La Ratta, Partner, Archer & Greiner J. Brian Thomas, Atty, Burdette & Rice

Post-Mortem Estate Planning Complexities
Strategies for Leveraging Changes in Circumstance and Correcting Costly Omissions in the D...
December 10, 2013 CLE Download

This CLE webinar will expand estate planning counsel's knowledge of post-mortem planning issues and techniques to allow for the smooth transition of assets to intended beneficiaries. Our experienced panelists will discuss the required filings, review tax issues related to federal and state estate ta... Read More

Speakers:  Michelle L. Ward, Partner, Keebler & Associates Michaeline Gordon, Principal, Dolgin Law Group

$5.25 Million Estate Tax Exemption: Maximizing New Planning Opportunities
Unwinding Prior Complicated Structures, Emphasizing State Estate Tax, Intergenerational an...
November 19, 2013 CLE, CPE Download

This CLE webinar will guide estate planning attorneys in identifying and leveraging opportunities to maximize the permanent $5.25 million exemption. The panel will offer specific planning options for clients who no longer require federal estate tax avoidance strategies. Read More

Speakers:  Scott K. Tippett, Atty, The Tippett Law Firm L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation

Marital Deduction Revocable Trusts: Funding Formulas to Minimize Tax and Maximize Spousal...
Selecting, Structuring, and Applying Pecuniary Marital, Non-Marital and Fractional Share F...
October 2, 2013 CLE, CPE Download

This CLE webinar will provide estate planning counsel with best practices for drafting marital deduction funding formulas for revocable trusts, including selecting which formula to apply. The panel will also explain valuation issues and tax implications. Read More

Speakers:  David M. Grant, Partner, Grant Morris Dodds Mark L. Dodds, Partner, Grant Morris Dodds

Trust Structuring After the American Taxpayer Relief Act
Minimizing Net Investment Income, AMT and Capital Gains Taxes and Determining Investments
September 18, 2013 CLE Download

This CLE webinar will prepare counsel to handle the myriad of tax rule changes under the American Taxpayer Relief Act (ATRA) that impact trusts. The panel will highlight trust planning implications in light of the higher tax rate, issues surrounding long-term capital gains and qualified dividends ta... Read More

Speakers:  Robert S. Barnett, Partner, Capell Barnett Matalon & Schoenfeld Michael Weissman, CFP, CIMA, Director, Aspiriant

Trust Situs for Dynasty Trusts and DAPTs: Key Differences Among Top-Tier States
Selecting the Best Situs Among Nevada, Delaware, Alaska, South Dakota, Ohio, Tennessee and...
August 8, 2013 CLE Download

This CLE webinar will provide counsel with an understanding of the key differences and variables among leading dynasty trust and domestic asset protection trust (DAPT) jurisdictions. The panel will outline what to consider when advising clients on the most appropriate jurisdiction in which to domici... Read More

Speakers:  Steven J. Oshins, Oshins & Associates Eido M. Walny, Walny Legal Group

Incomplete Gift Non-Grantor Trusts: Latest Developments and Private Letter Rulings
Leveraging DINGs Into NINGs for Savings in High State Tax Rate Jurisdictions
July 24, 2013 CLE, CPE Download

This teleconference will focus on the benefits of NINGs as a state tax savings vehicle, and discuss the implications of the recent private letter rulings (PLR), how they differ from DINGs, and navigating the differences between jurisdictions which allow for incomplete gift non-grantor trusts. Read More

Speakers:  Steven J. Oshins, Oshins & Associates William D. Lipkind, Partner, Lampf Lipkind Prupis & Petigrow

Estate Planning for Same-Sex Married and Unmarried Couples: Latest Developments
Optimizing Estate, Tax and Family Planning Opportunities in Recognition and Non-Recognitio...
July 9, 2013 CLE Download

This CLE webinar will provide estate planning counsel with a review of divergent state and federal laws on recognition of married and unmarried same-sex couples. The panel will discuss the impact of recent court decisions, outline best practices for drafting key documents, and explore opportunities... Read More

Speakers:  Deb L. Kinney, Principal, DLK Law Group Michele Zavos, Atty, Zavos Juncker Law Group Lorie L. Burch, Atty, Law Office of Lorie L. Burch

Domestic Asset Protection Trusts: Key Strategies for 2013
Leveraging DAPTs, Combining with Double LLCs, Navigating Jurisdictional Differences, and U...
May 29, 2013 CLE Download

This CLE webinar will provide estate planning counsel a review of the benefits of domestic asset protection trusts (DAPTs) as an asset protection vehicle. The panel will discuss combining DAPTs with two LLCs, navigate the differences between jurisdictions, identify Tier 1 DAPT states, and analyze th... Read More

Speakers:  Steven J. Oshins, Oshins & Associates Robert S. Keebler, Partner, Keebler & Associates

Estate Tax Returns: Key Concepts for Estate Planning Counsel
Identifying Taxable Assets and Leveraging Available Deductions and Major Elections
May 22, 2013 CLE Download

This CLE webinar will provide estate planning attorneys with a working understanding of how the estate tax works and proper reporting. Our speaker will offer guidance on assets subject to tax, deductions available and major elections. Read More

Speakers:  Robert E. Barnhill, III, Atty, CPA/PFS, CFP, Robert E. Barnhill, Atty at Law

Grantor Retained Annuity Trusts in 2013: Tax-Efficient Estate Planning Techniques
Leveraging GRATs to Preserve and Transfer Assets
March 20, 2013 CLE Download

This teleconference will prepare estate planning practitioners to identify estate planning opportunities in grantor retained annuity trusts (GRATs). The panel will outline how to structure GRATs and teach skills for evaluating various tax impacts of GRATs as tax and investment planning vehicles. Read More

Speakers:  James A. Carolan, Vice President, Trust and Estate Advisor, Comerica Bank Wealth Management Elisabeth H. Gregory, Vice President, Trust & Estate Advisor, Comerica Bank Wealth Management

Intentionally Defective Grantor Trusts
Funding and Structuring Sales to Transfer Assets, Retain Control and Reduce Estate Taxes
March 6, 2013 CLE Download

This CLE webinar will prepare estate planning practitioners to identify and effectively create estate planning opportunities through IDGTs and explain why some of those opportunities may soon vanish. The panel will outline how to structure IDGTs with an emphasis on the key steps in the planning and... Read More

Speakers:  Karen L. Brady, Atty, Karen Brady & Associates Sarah B. Kahl, Atty, Venable Michael L. Van Cise, Atty, Arnall Golden Gregory

Estate Planning for the Family-Owned Business
Effective Strategies for Business Transfer Through Inheritance, Gift or Sale
November 27, 2012 CLE Download

This CLE webinar will address lifetime transfers of business ownership using key estate planning tools and concepts. The panel will discuss asset protection planning, transfer of business ownership interests to family members; and estate tax minimization that allows the owner to maintain control of... Read More

Speakers:  John H. Brown, President, Business Enterprise Institute Nicholas K. Niemann, Shareholder, McGrath North Mullin & Kratz Timothy Scott, Director, Wallace Scott

Trust Litigation: Navigating Defenses of Fiduciaries and Claims of Beneficiaries and Third...
Bringing or Defending Against Trust Contests, Trust Construction Issues, and Challenges to...
October 25, 2012 CLE Download

This CLE webinar will prepare counsel to handle complex issues that arise in trust litigation. The panel will present best practices for litigating claims and defenses that can be asserted in challenging fiduciaries' actions and in contesting the trust or trust construction. Read More

Speakers:  Mary A. Akkerman, Partner, Lindquist & Vennum J. Brian Thomas, Atty, Burdette & Rice

Estate Planning Using LLCs and Limited Partnerships
Achieving Estate Tax Savings Through Valuation Discounts, Protecting Against Creditor Clai...
October 11, 2012 CLE Download

This CLE webinar will provide estate planning counsel with a review of creditor protection and estate tax savings through valuation discounts. The panel will emphasize using charging orders to protect the assets in the business entity and discuss ways to achieve the largest valuation discount availa... Read More

Speakers:  Steven J. Oshins, Oshins & Associates Kristen E. Simmons, Atty, Oshins & Associates

Captive Insurance Companies in Estate Planning: A Profit Maximization and Risk Reduction T...
Leveraging the Benefits for Asset Protection, Wealth Transfer and Retention, and Tax Minim...
September 13, 2012 CLE Download

This CLE webinar will prepare counsel to evaluate the appropriateness of establishing a captive insurance company risk management program for clients. The discussion will include (1) an introduction to captives and how they are formed, (2) suggestions for when the implementation of a captive might b... Read More

Speakers:  J. Scot Kirkpatrick, Shareholder, Chamberlain Hrdlicka White Williams & Aughtry Kimberly S. Bunting, Shareholder, Chamberlain Hrdlicka White Williams & Aughtry Karen S. Kurtz, Atty, Chamberlain Hrdlicka White Williams & Aughtry

Gifting Opportunities in 2012 — Before It's Too Late!
Leveraging the 2012 Tax Exemptions Through FLPs, FLLCs and GRATs, and Gifting Other Equity...
September 6, 2012 CLE Download

This CLE webinar will identify and outline 2012 tax planning opportunities: wealth transfer strategies related to closely owned family businesses, real estate, privately held stock and related assets, and using life insurance, FLPs, FLLCs, GRATs and dynasty trusts to achieve estate, gift and generat... Read More

Speakers:  Michael A. Passananti, Principal, Duggan Bertsch Scott A. Sissel, Partner, Duggan Bertsch

Estate Administration: Opening and Closing the Estate and Resolving Related Issues
Managing Fiduciary Powers and Duties, Distribution of Assets, Claims Against the Estate, a...
August 14, 2012 CLE Download

This CLE webinar will provide estate planning counsel with a review of issues involved in estate administration. The panel will outline best practices for managing jurisdiction and venue; opening the estate; distributing assets; dealing with claims against the estate, tax and valuation issues; and c... Read More

Speakers:  Mary A. Akkerman, Partner, Lindquist & Vennum Dawn D. Hallman, Atty, Hallman & Associates J. Brian Thomas, Atty, Burdette & Rice

Estate Tax Planning Opportunities in 2012
Maximizing Benefits Under Current Gift and Estate Tax Law: Portability, Lifetime Exemption...
August 1, 2012 CLE Download

This CLE webinar will prepare estate planning attorneys to identify estate planning opportunities under the current estate and gift tax law. The panel will outline portability issues, ways to take advantage of the current lifetime gift/estate tax exemption, and other planning considerations. Read More

Speakers:  Steven J. Oshins, Oshins & Associates Robert S. Keebler, Partner, Keebler & Associates Stephen J. Bigge, CPA, Partner, Keebler & Associates

Generation-Skipping Trusts in Estate Planning
Crafting Dynasty Trusts for Tax Savings, Providing Income to Future Family Generations and...
June 19, 2012 CLE Download

This CLE webinar will prepare estate planning attorneys to identify estate planning opportunities associated with generation-skipping trusts. The panel will outline the asset protection and tax savings benefits, how to structure and fund the trust, and identify provisions to consider. Read More

Speakers:  Donna J. Jackson, Atty, Donna J. Jackson, Attorney at Law Karen L. Brady, Atty, Karen Brady & Associates Mary A. Akkerman, Partner, Lindquist & Vennum

Leveraging Special Needs Trusts to Obtain Public Benefits
Crafting First Party, Third Party, and Pooled Special Needs Trusts
May 15, 2012 CLE Download

This CLE webinar will provide estate planning attorneys with a practical guide to selecting the appropriate type of special needs trust (SNT) and structuring the SNT to avoid jeopardizing public benefit eligibility. The panel will highlight key issues to consider in the administration of these trust... Read More

Speakers:  Patricia E. Kefalas Dudek, Principal, Patricia E. Kefalas Dudek & Associates Shirley B. Whitenack, Partner, Schenck Price Smith & King Edward Zetlin, Atty, Edward Zetlin Law

Estate Planning for Medicaid and VA Benefits
Maximizing Benefits Through Succession Plan Strategies
May 2, 2012 CLE Download

This CLE webinar will provide estate planning counsel with a review of veterans benefits eligibility requirements in conjunction with Medicaid eligibility requirements. The panel will offer best practices for meeting the eligibility requirements of both while protecting clients' assets. Read More

Speakers:  Dionysios C. Pappas, Atty, Vasiliadis & Associates Daniel C. Gasink, Partner, Johnson Gasink & Baxter Angela N. Manz, Atty, The Law Office of Angela N. Manz

Directed Trusts
Structuring Trusts, Bifurcating Functions and Converting Existing Trusts Into Directed Tru...
March 27, 2012 CLE Download

This CLE webinar will prepare estate planning counsel to identify opportunities for directed trusts from the perspective of the estate planning attorney and trustee. The panel will outline ways to structure and craft directed trusts, bifurcate functions and convert an existing trust to a directed tr... Read More

Speakers:  Todd A. Flubacher, Partner, Morris Nichols Arsht & Tunnell Richard W. Nenno, Managing Director and Trust Counsel, Wilmington Trust Company David A. Diamond, Esq., Gordon Fournaris & Mammarella

Trust Administration: Challenges and Best Practices
Managing Fiduciary Powers and Duties; Controlling, Protecting and Distributing Trust Asset...
February 7, 2012 CLE Download

This CLE webinar will prepare trust and estate practitioners to overcome common challenges in trust administration. The panel will identify best practices for managing trustee duties and powers, and drill down into controlling, protecting, dividing and distributing trust assets and disbursing fees a... Read More

Speakers:  Mary A. Akkerman, Partner, Lindquist & Vennum Dawn D. Hallman, Atty, Hallman & Associates J. Brian Thomas, Atty, Burdette & Rice

Employee Stock Ownership Plans as a Business and Tax Planning Vehicle
Leveraging ESOPs for Business Succession and Estate and Retirement Planning
January 25, 2012 CLE, CPE Download

This teleconference will provide tax advisors with a review of the use of ESOPs for business succession, and estate and retirement planning purposes. The panel will discuss how to structure the ESOP and analyze tax consequences for the business owner, shareholders and employees. Read More

Speakers:  Anthony J. Jacob, Partner, Hinshaw & Culbertson Anthony E. Antognoli, Partner, Hinshaw & Culbertson Mary Josephs, Executive Managing Director, Verit Advisors

Estate Planning and Life Insurance
Crafting ILITs for Tax Benefits, Navigating the Transfer for Value Rule and Addressing Ben...
January 17, 2012 CLE Download

This CLE webinar will prepare estate planning counsel to overcome challenges in drafting effective irrevocable life insurance trusts, offer approaches to navigate the application of the transfer for value rule and exceptions, and review the importance of addressing beneficiary designation issues. Read More

Speakers:  Diana S.C. Zeydel, Shareholder, Greenberg Traurig James A. Soressi, Law Office of James A. Soressi Scott K. Tippett, Director, Carruthers & Roth

LLCs for Estate Planning, Asset Protection and Family Wealth Preservation
Best Practices for Family Wealth Transfer and Virtual Family Office Planning
December 7, 2011 CLE Download

This CLE webinar will prepare estate law attorneys to represent the interests of their clients when using LLCs. The panel will review when LLCs may be appropriate and highlight how to use LLCs for wealth transfer and asset protection, including a discussion of the virtual family office. Read More

Speakers:  James M. Duggan, Principal, Duggan Bertsch Michael A. Passananti, Principal, Duggan Bertsch

Estate Planning for Retirement Assets: Taxation and Other Challenges
Maximizing Tax Benefits, Evaluating Beneficiary Designations, and Navigating Minimum Requi...
November 1, 2011 CLE Download

This CLE webinar will provide trust and estate attorneys and advisors with strategies for estate planning that involve retirement benefits. The panel will outline best practices to minimize tax impact and to make retirement assets payable to trusts. Read More

Speakers:  James J. Ruggiero, Jr., Senior Partner, Ruggiero Law Offices Keith A. Herman, Officer, Greensfelder Hemker & Gale Rex L. Hogue, Partner, Bolinger & Hogue

Estate Planning for the Family-Owned Business
Effective Strategies for Business Transfer Through Inheritance, Gift or Sale
June 28, 2011 CLE Download

This CLE webinar will prepare trust and estate attorneys to develop business succession strategies for family owned businesses. The panel will outline best practices for ownership transfer through inheritance, gift, sale or charitable gift. Read More

Speakers:  Scott Nelson, Lommen Abdo Cole King & Stageberg Brian Annino, Partner, Annino & Ligon Scott R. Zucker, The Zucker Law Firm Martin S. Varon, Principal, Alternative Resolution Methods

Leveraging Defined Value Clauses to Mitigate Estate and Gift Tax
Drafting Formula Clauses and Donee Selection Post-Petter
May 31, 2011 CLE, CPE Download

This CLE webinar will provide guidance on using defined-value clauses in estate planning, estate administration, and intra-family sales, offer examples of Petter -type clauses, analyze pros and cons of alternative recipients for excess value, and discuss strategies for dealing with risks of IRS chal... Read More

Speakers:  Michael Whitty, Shareholder, Vedder Price Susan M. Holzman, Shareholder, Orloff Lowenbach Stifelman & Siegel David J. Slenn, Akerman Senterfitt

Estate Planning Tax Issues for 2011
Navigating the New Landscape for Estate, Gift and Generation Skipping Taxes
April 20, 2011 CLE, CPE Download

This teleconference will provide tax advisors with an analysis of the 2010 Tax Relief Act provisions relating to estate, gift and GST, explain their impact on estate planning strategies for 2011 and after, and offer best practices for leveraging the tax changes for estate planning. Read More

Speakers:  Richard S. Franklin, Partner, McArthur Franklin Gary Altman, Principal and Founder, Altman & Assoc.

Estate Planning Asset Protection Strategies
Leveraging LLCs and Trusts to Protect Assets and Preserve Wealth
March 15, 2011 CLE Download

This teleconference will examine the use of LLCs, foreign trusts and domestic asset protection trusts to protect the assets of small or family businesses as well as individual investors. The panel will discuss the advantages and disadvantages of each entity and outline strategies to avoid pitfalls i... Read More

Speakers:  James M. Duggan, Principal, Duggan Bertsch Gregory J. Bertsch, Principal, Duggan Bertsch

LLCs for Estate Planning and Asset Protection
Maximizing Tax Advantages for Donors and LLC Members and Shielding Assets From Creditors
October 21, 2010 CLE, CPE Download

This CLE webinar will prepare tax advisors to use LLCs for estate planning and asset protection for family businesses or high-net worth individuals and how to avoid the pitfalls in setting up the entity and transferring assets to the entity. The panel will also discuss recent developments for single... Read More

Speakers:  Brian E. Hammell, Attorney, Cushing & Dolan James M. Duggan, Principal, Duggan Bertsch