Events
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The presenters will discuss the potential benefits and pitfalls of using joint revocable trusts for married couples domiciled in common law property states as an estate planning technique and the practical drafting considerations and administrative issues
Eagle River Advisors Principal Jonathan Blattmachr Speaks on Estate Planning and Gift Taxes at
Jonathan Blattmachr delivers a series of speeches discussing broad changes and trends in the estate planning industry.
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The program provides an opportunity to hear the views of and interact with The Honorable John Campbell, Deputy Presiding Judge, Probate Division. Judge Campbell will provide perspective on effective courtroom and pleadings practices, and probate law.
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This course is designed to provide the trusts and estates practitioner with a practical update on estates and trusts developments in the District of Columbia such as recent court decisions, legislative developments, and changes to court rules.
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Postmortem estate planning can be tricky and complicated. In this session, learn: whether disclaimers work to accomplish particular goals; estate-tax considerations; ways to protect assets of beneficiaries; and planning tips for surviving spouses.
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This "Back to Basics" program will focus on the foundational issues for estate planning with qualified retirement plan benefits, including minimum required distribution rules, beneficiary designations and maximizing tax benefits.
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Attorneys are often in a quandary as to what to do with estate personal property. Panelists will discuss the implications of disposing of estate property, as well as appraising, donating or consigning it, and venues for selling estate property.
Jonathan Blattmachr to Deliver Speech at the 2011 Federal Tax Clinic at The University of Alabama
Jonathan Blattmachr of Eagle River Advisors today will be delivering a speech on temporary estate, gift and GST tax exemptions to the 2011 Federal Tax Clinic
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This session will focus on the basic will and estate plan for the single person or for a couple with an estate valued at less than the federal applicable credit amount equivalent.
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. Discussion topics will include: how to properly document returns and adequately disclose transfers, how to avoid common audit triggers, and how to implement a successful audit
