This CLE/CPE webinar will guide estate planning counsel and trust advisers through the impact of the new partnership audit rules on estates and trusts holding partnership interests. The panel will describe the partnership audit rules, discuss the provisions in the regulations that disallow partnersh... Read More

Speakers:  Beth S. Cohn, Shareholder, Jaburg Wilk • Mark G. Kmiecik, Shareholder, Davis & Kuelthau • Thomas L. Smitha, Associate Director of Tax Services, Berkowitz Pollack Brant Advisors and Accountants

This CLE webinar will provide estate planning counsel with practical techniques to modify an irrevocable trust. The panel will describe the various modification methods, including decanting, construction, reformation, division and amendment. The program will also address potential state law issues a... Read More

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

This CLE webinar will provide estate planning counsel and advisers with a practical guide to structuring an estate plan in anticipation of potential challenges. The panel will discuss risk factors in identifying problematic beneficiaries as well as trust provisions, and will outline specific steps a... Read More

Speakers:  Brian P. Corrigan, Partner, Farrell Fritz • Joseph T. La Ferlita, Partner, Farrell Fritz

This CLE/CPE webinar will provide estate planning counsel and fiduciary advisers with an advanced practical guide to basis adjustment techniques and strategies to minimize income tax on estate and trust assets. The panel will discuss various grantor trust transfers to reduce the income tax impact of... Read More

Speakers:  James G. Blase, Principal, Blase & Associates

This CLE webinar will guide estate planning counsel, fiduciary advisers, and litigators in pursuing and defending breach of fiduciary duty claims against trustees whose trusts have significant or controlling interests in closely held businesses. These circumstances often arise after the death of a p... Read More

Speakers:  Kenneth J. Fair, Partner, Wright Close & Barger • Robert C. Port, Partner, Gaslowitz Frankel

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 when to use joint marital trusts (JMTs) and when to steer clear of JMTs. The webinar will identify specific tax... Read More

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

This CLE webinar will provide estate planning counsel and fiduciary advisers with a thorough, practical guide to the process and challenges of removing a trustee from an irrevocable trust. The panel will discuss structuring considerations for trust drafters to outline the circumstances under which a... Read More

Speakers:  Michael A. Hackard, Atty, Hackard Law • Dave Jones, Atty, Hackard Law • Robert H. Paine, Atty, Paine Law Group

This CLE/CPE webinar will provide estate planning counsel and advisers with a practical guide to structuring special or "directed" trusts that grant power over a trust to a person who is not a trustee. The panel will discuss the specific challenges and opportunities in assigning duties between direc... Read More

Speakers:  Todd A. Flubacher, Partner, Morris Nichols Arsht & Tunnell • Cynthia D. M. Brown, J.D., TEP, President, Commonwealth Trust Company

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

Speakers:  Megan Low, Esq., Director of Services, Arts & Business Council of Boston • Scott K. Tippett, Atty, The Tippett Law Firm

This CLE/CPE program will provide estate planning counsel with a critical early look at the international implications of the new U.S. tax reform law on clients with cross-border assets and tax residence. The panel will offer guidance on examining and restructuring estate and trust documents for U.S... Read More

Speakers:  Lucy S. Lee, Shareholder, Greenberg Traurig • Lawrence M. Lipoff, CPA, TEP, CEBS, Director, CohnReznick • Alvina H. Lo, Chief Wealth Strategist, Wilmington Trust

This CLE/CPE webinar will provide estate planning counsel and advisers with a practical guide to the estate planning opportunities in using S Corporation Trusts in light of the 20% pass-through deduction for pass-through entities passed in the recent tax reform law. The panel will detail those activ... Read More

Speakers:  Langdon T. Owen, Jr., Shareholder, Cohne Kinghorn

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

Speakers:  Robert F. Brogan, President, Brogan Law Group • Benjamin A. (Benji) Rubin, Partner, Rubin Law

This webinar will provide estate planning counsel with a review of critical issues that arise when a non-resident decedent's estate owns assets in the United States. The panel will explain the practical challenges in obtaining original or ancillary probate or administration, potential conflicts betw... Read More

Speakers:  James I. Dougherty, Partner, Withersworldwide • T. Sandra Fung, Atty, Withersworldwide

This CLE/CPE webinar will provide estate planning counsel and fiduciary tax advisers with practical guidance in navigating the rules governing distributions from IRAs where the beneficiary is a qualified trust. The panel will outline the required minimum distribution (RMD) rules for inherited IRAs,... Read More

Speakers:  Kristen M. Lynch, Partner, Lubell Rosen • Diane J. Kiepe, Principal, Douglas Eden Phillips DeRuyter & Stanyer • Neda Barkhordar, Esq., Givner & Kaye

This CLE/CPE webinar will provide estate planning counsel with guidance for designing income tax minimization strategies using sprinkle/spray trusts and other distribution mechanisms to shift tax burdens from higher to lower taxed beneficiaries. The panel will go beyond the basics to demonstrate str... Read More

Speakers:  Elise Gross, Esq., LL.M., Of Counsel, The Presser Law Firm • Arlene A. Osterhoudt, Counsel, Skadden Arps Slate Meagher & Flom

This CLE webinar will prepare estate planning attorneys 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:  Eric M. Kramer, Partner, Farrell Fritz • James A. Carolan, JD, CWS®, Vice President Wealth Manager, Monroe Bank & Trust • Scott K. Tippett, Atty, The Tippett Law Firm

This CLE/CPE webinar will provide estate planning counsel with an updated guide to the estate planning opportunities found in Sec. 529 college savings plans in light of tax reform provisions which have expanded the scope of expenditures eligible under the plan. The panel will detail the specific cha... Read More

Speakers:  Michael T. Clear, Partner, Wiggin and Dana • Erin D. Nicholls, Wiggin and Dana

This CLE/CPE webinar will provide a comprehensive guide to both planning opportunities and post-mortem "fixes" through proactive use of qualified disclaimers. Ed will offer suggestions for structuring joint accounts, beneficiary designations, disclaimer funded bypass or optimal basis increase trusts... Read More

Speakers:  Edwin P. Morrow, III, Esq., Regional Wealth Strategist, U.S. Bank Private Wealth Management

This CLE/CPE webinar will provide estate planners and fiduciary advisers with a practical, post-tax reform, guide to administering a grantor trust after the grantor's divorce. The panel will describe adverse income tax consequences due to inadequate drafting of the trust, detail corrections and crit... Read More

Speakers:  Audrey Young, Senior Manager, Private Client Services, RSM US • Kenneth A. Goldstein, Horwood Marcus & Berk

This CLE/CPE webinar will provide estate planning counsel and advisers with a critical first look at the practical impact of the new tax overhaul/reform legislation signed into law in December 2017. Estate planning authority James Blase, Esq., will detail specific provisions of the new law relevant... Read More

Speakers:  James G. Blase, Principal, Blase & Associates

This CLE/CPE webinar will provide 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 qualify f... Read More

Speakers:  Christiana M. Lazo, Counsel, Ropes & Gray • Francisco Garcia, Jr., Esq., Henderson Caverly & Pum

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, Esq., Law Offices of James A. Bush • Adam M. Fried, Reminger Co. • Franklin C. Malemud, Esq., Reminger Co.

This CLE/CPE webinar will provide estate planning counsel and advisers with a comprehensive guide to the tax planning opportunities and hazards with making a Section 645 election to treat qualified revocable trusts (QRTs) as estates. The panel will discuss the advantages of electing estate treatment... Read More

Speakers:  Priya Prakash Royal, Esq. LL.M., Managing Attorney, Royal Law Firm • John E. Dawson, Member, Dickinson Wright • Christiana M. Lazo, Counsel, Ropes & Gray

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

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

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 • Charles Tibshirani, Senior Partner, MEXLAW

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

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

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 & Barger • Elizabeth B. (Beth) Taylor, Walny Legal Group

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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, Senior Manager, Brady Ware & Company • Susan J. Merritt, Senior Fiduciary Officer, Northern Trust

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

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

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

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

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

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

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, Senior Manager, Brady Ware & Company • Susan J. Merritt, Senior Fiduciary Officer, Northern Trust

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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