Income Tax Planning

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…

We hesitate to publish this, because as soon as we do, Congress will do a roundoff back handspring with a twist and things will change.  However, as of this writing, the versions of the Build Back Better Act passed by the House and…

Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…

Non ILS subscribers can rent this recorded webinar on-demand. The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.…

The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be…

This article examines the issues (good and bad) related to making an affirmative Code section 754 election to adjust the basis of assets held inside a partnership when a partnership interest is included in a decedent’s estate.  The…

Creating trusts for estate planning and Medicaid planning is an essential tool for every estate planning and elder law attorney. However, any time a trust is created, there are income tax consequences that could be both unexpected and…

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.

This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates, and will also examine the Alaska Community Property Trust, and explain why it’s a relatively simple thing to…

You are invited to listen to a complimentary in-depth discussion regarding the Kaestner opinion, where our three leading experts will provide explicit recommendations on structuring and administering trusts to avoid state tax on trust…