Core Estate Planning Documents During COVID

Tuesday April 28, 2020 4:00 pm EDT

Speakers: Jonathan G. Blattmachr, Esq., Abigail O’Connor, Esq., and Martin M. Shenkman, Esq.

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Presentation Materials

Course Description

Every practitioner is familiar with the common or “core” estate planning documents: powers of attorney, living will, health care proxy, will and revocable trust. But how might Covid-19 uniquely impact provisions in, and planning for, these ubiquitous and essential documents? What provisions in a living will should be modified in ways perhaps not addressed in the past? How might the stay-at-home environment impact the use of financial powers of attorney and health care proxies? What modifications might help clients in these difficult times. These issues will be discussed, and sample language provided. How might your use of wills and revocable trusts change in the current environment? How might you help a client modify beneficiary designations remotely? With social distancing what different types of signing arrangements might conform with current law? Checklists, sample language and a survey of a several approaches will be provided. This will be a practical presentation with concrete suggestions to help practitioners in every discipline guide clients now.

To Participate

Join via your computer.  There will be no phone audio for this program. Sorry for any inconvenience this may cause but we are trying to address the bandwidth issues many have had in this remote work environment.

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.

Abigail O’Connor, Esq., O’Connor Law LLC ^

Abigail O’Connor is an accomplished attorney with over a decade of experience dedicated to trusts and estates. Her specific practice areas include estate planning, estate and gift tax strategic planning, Alaska trusts for both Alaskans and non-Alaskans, representation of trustees and beneficiaries, estate administration, and family business succession planning.   Abigail is a Fellow in the American College of Trust and Estate Counsel, holds a Martindale Hubbell “AV” rating, is licensed in both Alaska and Florida, holds two degrees in math, and regularly writes and speaks about estate planning.

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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