Preparing New IRS Form 8971
This webinar will examine new Internal Revenue Service Form 8971 and the proposed and temporary regulations published March 4, 2016, that provide guidance for filing this form.
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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.
Ten Common Portability Mistakes and What You Need to Know to Avoid Them
This presentation is provided to help planners use the best strategies, and follow appropriate procedures, for assuring that married clients and surviving spouses are best situated from a tax, estate planning, and creditor protection…
The Most Effective Uses of Grantor Trusts
This presentation will cover how to make a trust a grantor trust when one should be used and, perhaps, most important, how it should be used.
Grantor Trusts: Third Party and Grantor Debt
This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred or later imposed on the property or later relieved.
Tips and Tricks for Grantor Trusts
In this webinar TrustChimp’s Bob Mason will discuss how an understanding of adverse and nonadverse parties in various trust roles can accomplish client goals
Business Succession Planning
The webinar will cover the characteristics of a family owned business, the goals of the founder of the business and the various exit strategies, and the planning process.
Avoiding Estate Recovery
This session will explore the rules behind expanded estate recovery and the common tips and tricks to avoid estate recovery.
The Best Financial Planning Vehicle: The CRT? The PIF? Both?
In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes?
Protecting Real Property in an Elder Law Context
This Webinar will address the available asset protection strategies, the advantages and disadvantages of each strategy, drafting considerations and the ancillary considerations for each strategy including tax & insurance considerations.
SLATs and the Facts
This presentation will go through the “ok’s” and “not ok’s” of trusts created for other family members including a spouse and minor children.