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Estate Planning Basics Series: Includes ALL 8 Sessions, 4 Workshops, and Materials

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Estate Planning Tax Series: Includes ALL 8 Sessions, 4 Workshops, and Materials

Books

Alan S. Gassman, Esq., Kenneth DeGraw CPA/CFF, CFE, CFP®, Alberto F. Gomez, JD, Michael C. Markham, JD, R. Lawrence Heinkel, J.D., LL.M., Adriana M. Ochsner, J.D., and Grace Paul

What CPAs and Other Advisors Need to Know About Bankruptcy (eBook PDF Edition)

Alan S. Gassman, Esq. and Michael C. Markham, JD

Gassman & Markham Florida & Federal Asset Protection Law 2025 Edition (eBook PDF Edition)

Martin M. Shenkman, Esq., Alan S. Gassman, Esq., and Jonathan G. Blattmachr, Esq.

Asset Protection Trust Handbook for Investors and Business Owners (eBook PDF Edition)

Alan S. Gassman, Esq., Brandon L. Ketron, Esq., Martin M. Shenkman, Esq., Jonathan G. Blattmachr, Esq., and Robert Schenck

The Section 199A (and 1202) Handbook without Appendix - (eBook PDF Edition)

Alan S. Gassman, Esq.

Eight Steps to a Proper Florida Trust and Estate Plan (eBook PDF Edition)

Martin M. Shenkman, Esq., Alan S. Gassman, Esq., and Jonathan G. Blattmachr, Esq.

Asset Protection Trust Handbook for Advisors (eBook PDF Edition)

Complimentary Webinars

Speaker Series Webinar

Teresa L. Bush, Esq.

Tax Issue Spotting for Lawyers who Draft Trusts

Speaker Series Webinar

Jonathan G. Blattmachr, Esq., Teresa L. Bush, Esq., and Martin M. Shenkman, Esq.

Thirty-One Flavors of SLATs

Thirty-One Flavors of SLATs Spousal Lifetime Access Trusts (SLATs) have been part of the estate planning lexicon for years, but SLATs don’t come in just one flavor. Every SLAT is an irrevocable trust with the trust creator’s spouse as the primary beneficiary, giving the spouse access to trust assets during lifetime, but similarities end there. Each SLAT can – and should – be unique, with optional provisions included based on the client situation. Extensive options not only differentiate trusts to avoid the Reciprocal Trust Doctrine, but also allow nearly unlimited flexibility in SLAT design. In this webinar, frequent commentators Jonathan Blattmachr and Martin Shenkman will discuss different features that can be added to SLATs. Some are designed to enhance the spouse’s access, address future changes in circumstances, bolster creditor protection, add income tax planning flexibility, and more. The speakers will also show how drafting software facilitates SLAT creation with multiple options available at the click of a mouse. Options we’ll discuss include: Lifetime and testamentary powers of appointment (at least 4 variations) Mechanisms to avoid inadvertent estate inclusion (at least 4 variations) Different mechanisms to trigger estate inclusion if circumstances change (at least 2 variations) Provisions to protect a SLAT that is later deemed to be self-settled by the grantor or the grantor’s spouse (many variations) Options to plan for early death of the spouse beneficiary (several) Making the SLAT a grantor trust (or not) (many variations) Planning for possible future marital discord (and for a new spouse) (several variations) Adding extra beneficiaries to reduce overall income taxation (so many variations) SLAT drafters can combine options in multiple ways, resulting in far more than 31 flavors. Join us to review a plethora of SLAT design possibilities and when each might make sense for your clients.

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Abigail O'Connor, JD, Martin M. Shenkman, Esq., and Thomas A. Tietz, Esq.

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2026 Institute and More

Speaker Series Webinar

Ben Tiefenback, Esq.

Using Pooled Trusts as a Safety Net When Drafting Estate Plans

Speaker Series Webinar

Mary E. Vandenack, CAP®

Planning with Directed Trusts

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Alan S. Gassman, Esq., Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.

2025 Planning Review and Year End Planning Tips

Speaker Series Webinar

K. Eli Akhavan, Esq.

International Estate Planning Part 1 – Advising Foreign Clients with US Assets and Beneficiaries

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Alan S. Gassman, Esq., and Martin M. Shenkman, Esq.

LLC Planning and Drafting to Accomplish Estate Planning Objectives

Speaker Series Webinar

Letha Sgritta McDowell, CELA

Medicaid Planning Trusts: What to Use, When, and Why

Hot Topic Webinar

Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq.

Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients

Speaker Series Webinar

Jim Wolverton, JD

Introduction to Medicaid Planning for Estate Planners: Proactive and Reactive Strategies

Hot Topic Webinar

Alan S. Gassman, Esq. and Martin M. Shenkman, Esq.

Practice Better: AI, Planning Numbers, Defensive Steps and More

Hot Topic Webinar

Teresa L. Bush, Esq. and Julieanne E. Steinbacher, Esq.

A Roadmap for Irrevocable Trusts: Why and How to Include them in an Estate Plan

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Martin M. Shenkman, Esq., and Alan S. Gassman, Esq.

Estate Planning in an Uncertain Environment

Hot Topic Webinar

Amanda Koplin and Martin M. Shenkman, Esq.

Mental Health and Professional Advisers Part 1: It’s Not Only About Clients!

Hot Topic Webinar

Amanda Koplin and Martin M. Shenkman, Esq.

Mental Health and Professional Advisers Part 2: A Spouse’s Perspective

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.

SLATs for Clients with Less than $30 Million

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Todd Flubacher, Esq., Abigail O'Connor, JD, and Martin M. Shenkman, Esq.

Well-Being Trusts: Beyond Distribution Standards

Well-Being Trusts: Beyond Distribution Standards While trusts have always been created to protect beneficiaries, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them, but for them. So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts, beyond just making distributions. Delaware, as it often does, has lead the charge on this new approach to trust drafting and administration by enacting a new Well-Being Trust statue. It is an “opt in” provision that drafters can incorporate into new trust documents and include in existing trusts via decanting or non-judicial modification. In this webinar, the speakers will discuss the Delaware Well-Being Trust statute and the various issues it raises (not the least of which is potential trustee liability). Other important issues include: Income tax considerations, such as whether payment for programs for beneficiaries qualifies as a trust administrative expense or carries out DNI Using a letter of wishes Custom provisions practitioners might include Conflicts that could arise in some situations, such as if a beneficiary is addicted to drugs The need for mechanisms to change trustees and/or the terms of the trust. Although everyone wants more wealth, history demonstrates that excess wealth can actually be an inhibitor of creativity and personal fulfillment. A Well-Being Trust can empower beneficiaries rather than restricting them, allowing trustees to focus on helping beneficiaries flourish in different ways. Regardless of the type of trust or jurisdiction involved, the ideas behind the Well Being Trust can help transform trust practice and administration.

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Alan F. Rothschild Jr.

Future of Estate Planning Profession

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Teresa L. Bush, Esq., Robert S. Keebler, CPA, and Martin M. Shenkman, Esq.

Potential Estate Tax Changes: Bonus Exemption, Possible Repeal, and What To Do Now in Light of Great Uncertainty

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Abigail O'Connor, JD, and Martin M. Shenkman, Esq.

Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2025 Institute and More

Hot Topic Webinar

Brandon L. Ketron, Esq. and Alan S. Gassman, Esq.

WOW Your Clients; Accelerate Their Estate Planning

WOW Your Clients; Accelerate Their Estate Planning Imagine giving fundamental information to an estate planner, and then hearing back almost instantly with incitement information, customized planning suggestions, and solid analysis, in numbers and illustrations that allow you to understand and go forward with a practical and attractive estate plan? Not only does your planner get back to you without delay, but this occurs in a manner very much conducive to ensuring that you and your other advisors are all on the same page from an information, planning objectives, and going-forward standpoint. “Count me in!” Yes, that is the most common response to the above question. How do I save time, reduce effort, educate my clients, and allow everyone to go forward on the same team, for the same objectives, and with the same accurate information and solutions. You guessed it—EstateView’s InstantPlan. Please join Alan Gassman and friends for an informative discussion and live demonstration of InstantPlan, and what it allows an estate and estate tax planner to do for clients, almost instantly. Save countless hours, and lost momentum, while also having a practical checklist and platform to obtain and share information, practical observations and planning methodology. InstantPlan will make its formal debut during the Heckerling Institute this coming January, but presently active Interactive Legal and EstateView subscribers will now have Beta access and use of InstantPlan. InstantPlan and EstateView work together to enable planners to have over a dozen solid income and estate tax planning techniques and illustrations at their fingertips in seconds. We hope that you can join us for this informative webinar, which will cover a number of planning discussion points, and deliverables that you can provide for your clients in order to give them a smoother and more productive estate planning experience.

Hot Topic Webinar

Jonathan G. Blattmachr, Esq., Alan S. Gassman, Esq., Martin M. Shenkman, Esq., and Abigail O'Connor, JD

New Delaware DAPT Case and Asset Protection Planning

Hot Topic Webinar

Louis S. Harrison, Esq., Amanda Koplin, and Martin M. Shenkman, Esq.

Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health

Speaker Series Webinar

Lee Poskanzer

Digital Assets: Handling a Decedent’s Online Presence

Hot Topic Webinar

Martin M. Shenkman, Esq. and Sonia Muñoz Gallagher, Esq.

Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors

Speaker Series Webinar

Alan S. Gassman, Esq.

Running the Numbers for a $100 Million Plus Estate Tax Plan-What Works Best for Your Most Important Clients

Speaker Series Webinar

James E. Hickmon, Esq.

Not Your Grandfather's Irrevocable Trust: Using Non-Judicial Settlements to Modernize Trusts

Speaker Series Webinar

David MacMahan

Divide Things, Not Families - Handling Personal Effects

Speaker Series Webinar

Julieanne E. Steinbacher, Esq.

Trust Income Taxation: Implications & Strategies for 2025

Speaker Series Webinar

Rachel Baer, Esq.

When the Litigation Attorney Calls: Protecting Plaintiffs Who Have a Disability or Are Vulnerable

Speaker Series Webinar

Todd Whatley CELA

No Flag on the Play: Penalty-Free Medicaid Spend Down and Transfers Made Simple

Speaker Series Webinar

Laura Cowan, Esq.

Profit by Design: Building a High-Impact, High-Margin Estate Planning Practice

Speaker Series Webinar

Professor Gerry W. Beyer

Artificial Intelligence and the Estate Planner: Resistance is Futile

Speaker Series Webinar

Matt Paxton

Handling the Important Stuff: Practical Solutions for Estate Planners to Help Clients with Personal Effects

Speaker Series Webinar

Sebastian Orozco Segrera, Esq.

Cutting the Cord: Tax Implications of Expatriation

Gain Clarity on a Complex Topic Your Clients Are Asking About – Expatriation and U.S. Tax Implications What You’ll Learn: • How to determine “covered expatriate” status under IRC Section 877A • The exit tax regime and tax treatment of pre-expatriation gifts and trust interests • Reporting obligations including Form 8854, dual-status tax returns, and penalties • Strategic planning options, including treaty elections and gifting strategies for long-term residents considering expatriation Please join us for the next installment in the InterActive Legal Speaker Series on a topic that may be foreign to some of us – expatriation. Clients are becoming more interested in this topic, and this presentation will focus on the tax implications in detail. In this webinar, attorney Sebastian Orozco will provide a detailed examination of U.S. tax issues affecting individuals who expatriate under the framework of Section 877A of the Internal Revenue Code and the newly finalized Section 2801 regulations. He’ll outline the definitions and criteria for classification as a covered expatriate, and the resulting tax consequences, including the mark-to-market exit tax regime, the treatment of pre-expatriation gifting, and beneficial interests in trusts. We’ll learn about compliance requirements, such as dual-status tax returns and Form 8854—including some of the penalties for non-compliance. Special attention will be given to the treatment of deferred compensation, nongrantor trusts, and tax-deferred accounts, offering practical guidance for navigating the final year of U.S. tax residency. The materials also will explore strategic planning opportunities for long-term residents who are considering expatriation, including treaty-based residency elections and pre-expatriation gifting strategies. The implications of the Section 2801 tax on covered gifts and bequests will be covered, detailing how the tax is calculated, reported, and enforced. Examples will illustrate the tax treatment of distributions from domestic and foreign nongrantor trusts, and the complexities that surround them.

Speaker Series Webinar

Teresa L. Bush, Esq.

Estate Planning When Estate Taxes Don’t Matter

Speaker Series Webinar

Neeli G. Shah, Esq.

Legacy Begins Here – Estate Planning for the 1st Generation Entrepreneur

Speaker Series Webinar

Salvatore J. LaMendola, Esq.

Charities and Retirement Plans: Friends or Foes?

Speaker Series Webinar

Vanessa L. Kanaga, Esq.

The Ethics of Representing Married and Unmarried Couples

Speaker Series Webinar

Deirdre Wheatley-Liss, Esq.

Mid-Wealth Estate Planning-Planning for the Rest of Us

Speaker Series Webinar

Amos Goodall, Esq.

Bullet-Proofing an Estate Plan for Non-Traditional Married Clients

Speaker Series Webinar

Sean P. Healy, Esq.

Gun Trusts: The Lethal Pitfalls in Drafting and Firearms Issues in Probate

Speaker Series Webinar

Salvatore J. LaMendola, Esq.

Your Client Wants to Name a Trust as the Retirement Plan Beneficiary … Now What?

Speaker Series Webinar

Abigail O'Connor, JD

You Said What? A Trustee’s Take on Seemingly Innocuous Trust Provisions

Educational Courses

Estate Planning Basics Series

Workshop for Sessions 7 and 8

Estate Planning Basics Series

Workshop for Sessions 5 and 6

Estate Planning Basics Series

Workshop for Sessions 3 and 4

Estate Planning Basics Series

Workshop for Sessions 1 and 2

Estate Planning Basics Series

Teresa L. Bush, Esq. and Deirdre Wheatley-Liss, Esq.

Session 8: Specific Topics

Estate Planning Basics Series

Teresa L. Bush, Esq.

Session 7: Estate Planning for Descendants

Estate Planning Basics Series

Michael L. Graham, Esq. and Vanessa L. Kanaga, Esq.

Session 6: Estate Planning for Married Couples

Estate Planning Basics Series

Teresa L. Bush, Esq.

Session 5: Introduction to Planning with Trusts

Estate Planning Basics Series

Jonathan G. Blattmachr, Esq. and Elizabeth Boehmcke, Esq.

Session 4: Estate Planning During Lifetime Part 2: Lifetime Transfers

Estate Planning Basics Series

Vanessa L. Kanaga, Esq. and Mary E. Vandenack, Esq.

Session 3: Estate Planning During Lifetime Part 1: Incapacity Planning

Estate Planning Basics Series

Elizabeth Boehmcke, Esq. and Teresa L. Bush, Esq.

Session 2: Transferring Property at Death

Estate Planning Basics Series

Teresa L. Bush, Esq. and Vanessa L. Kanaga, Esq.

Session 1: What is Estate Planning?

Estate Planning Tax Series

Workshop for Sessions 7 and 8

Estate Planning Tax Series

Workshop for Sessions 5 and 6

Estate Planning Tax Series

Workshop for Sessions 3 and 4

Estate Planning Tax Series

Workshop for Sessions 1 and 2

Estate Planning Tax Series

Teresa L. Bush, Esq.

Session 8: GST Tax Planning

Estate Planning Tax Series

Letha Sgritta McDowell, CELA and Deirdre Wheatley-Liss, Esq.

Session 7: Income Tax and the Estate Plan

Estate Planning Tax Series

Vanessa L. Kanaga, Esq. and Jonathan G. Blattmachr, Esq.

Session 6: Lifetime Planning and Gifting Using Trusts

Estate Planning Tax Series

Letha Sgritta McDowell, CELA and Deirdre Wheatley-Liss, Esq.

Session 5: Specific Assets that Impact Estate Planning

Estate Planning Tax Series

Teresa L. Bush, Esq. and Michael L. Graham, Esq.

Session 4: Designing Trusts for Tax and Other Purposes

Estate Planning Tax Series

Teresa L. Bush, Esq. and Rebecca Strub, Esq.

Session 3: Flexible Estate Tax Planning

Estate Planning Tax Series

Vanessa L. Kanaga, Esq. and Elizabeth Boehmcke, Esq.

Session 2: Estate Tax Exemptions and “A/B” Planning

Estate Planning Tax Series

Teresa L. Bush, Esq. and Michael L. Graham, Esq.

Session 1: Estate and Gift Tax Basics

Software

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Firearms Trust Planning

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Essential Estate Planning

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Elder Law Planning

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Wealth Transfer Planning

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Educational Courses

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