Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them

April 14, 2020 12:00-1:00pm EDT

Speakers: Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq.

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Presentation Materials

Many have correctly pointed out that the current extremely low interest rates and depressed asset values – along with the high transfer tax exemption – set up, in some ways, an ideal environment for estate tax planning.  They further note that with the tremendous government spending occurring to try to keep the economy from free-falling, there is a high probability of increases in taxes, including estate taxes.  Even though the time may be right for aggressive estate planning, many clients feel very vulnerable financially, recognizing that they may in the future need assets that otherwise could be transferred to reduce estate and other taxes.  However, there are strategies that can allow clients to engage in effective wealth transfer tax planning but still be able to access the assets that otherwise would not be included in their estates, when and if the need arises.  This presentation will discuss planning techniques that can be employed now to attempt to reduce taxes while maintaining access to assets if needed.

This webinar considers seven planning vehicles and various options for each – domestic asset protection trusts (DAPTs and variations of them), spousal lifetime access trusts (SLATs), special power of appointment trusts (SPATs), and more.  It discusses drafting documents to implement each of the different strategies, illustrating the power of document drafting software, so that attorneys aren’t starting from scratch when drafting complex structures.

Don’t miss this overview of high-end strategies that clients should implement now, before the tax planning landscape has a chance to shift again.

Note: This webinar was presented April 14, 2020 but experienced technical difficulties due to so many working remotely during the pandemic. We have re-recorded the entire webinar to assure that those that registered have the full program without technical issues. We apologize for any inconvenience and assure all of you that we are experimenting with different steps to try to minimize and avoid those problems in all future webinars after April 20.

Webinar Speakers:

Jonathan G. Blattmachr, Esq., InterActive Legal Founder ^

Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.


Martin M. Shenkman, Esq., InterActive Legal Advisor ^

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 40 books and more than 800 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Webinar Sponsors

CLE Credits:

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

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