Estate Planning Roadmap 2019-2020

Planning before the 2020 Election; State Income Taxation of Trusts; Aging and Longevity

Friday, October 11, 2019, 12pm EDT

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Speakers: Jonathan G. Blattmachr, Esq.Sandra Glazier, Esq.Joy Matak, JD, LLM and  Martin Shenkman, Esq.


Course Description:

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex. This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.

Planning before 2020 Election:

Consider Modifying Planning in Light of Possible Democratic Estate Tax ; Use Temporary Exemptions Before they Disappear; No Clawback; Perhaps, Only One (Not Both) Spouses Should Make Gifts?; Variations of Domestic Asset Protection Trusts (“DAPTs”) May Be Vital for Moderate Wealth Clients to Preserve Exemption; Create New Grantor Trusts to Freeze Estate Values and Enhance GST Benefits; Use Non-Grantor Trusts for Planning Benefits; Use Non-Grantor Trust for Asset Protection Planning for Moderate Wealth Physician Clients; Create a Non-Grantor Trust for Charitable Contribution Deductions for Moderate Income Client; Converting/Toggling from Grantor to Non-Grantor Status; Non-Grantor Trusts with Spousal Access Without Tainting Non-Grantor Status; Don’t Dismiss Using Non-Grantor Trusts to Enhance 199A; Not Every Trust Should be a Non-Grantor Trust.

State Income Taxation of Trusts:

Reconsider Existing and Future Trust Planning in Light of the Broader Implications of Kaestner; Create a Non-Grantor Trust in a Trust Friendly State to Save State Income Taxes; Proactively Restructure Trusts and Fiduciary Positions; New Spin on the Beneficiary Defective Irrevocable Trust (“BDIT”) to Save State Income Taxes.

Aging and Longevity:

Factor Life Expectancy of Wealthy Clients into planning.


 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.

Sandra D. Glazier, Esq.  ^

Sandra D. Glazier is an equity shareholder with Lipson Neilson P.C. in its Bloomfield Hills, Michigan law firm office. Sandy concentrates her practice in the areas of family law; probate litigation; estate planning; and, probate and trust administration. With over 35 years of experience, she has handled a multitude of complex cases in the probate litigation arena, representing parties in some of the largest estates subjected to litigation in Michigan. Her experience includes, but is not limited to, complex litigation relating to claims of breach of fiduciary duty, will and trust contests, and claims of undue influence or lack of capacity.

Sandy has presented on estate planning and probate litigation issues at Bloomberg BNA Estate and Gift Tax Advisory Board, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, ABA, WealthManagement.com., Institute for Continuing Legal Education (ICLE), OCBA, STEP-Orange County, Johns Hopkins All Children’s Hospital Annual Estate, Tax, Legal & Financial Planning Seminar and Wilmington Trust’s New York Trust Symposium. She is the author of Electronic Wills: Revolution, Evolution, or Devolution, Tax Management Estates, Gifts and Trusts Journal, Bloomberg Tax.

Joy Matak, JD, LLM  ^

Joy Matak, JD, LLM, is a principal at CohnReznick and Co-Leader of the Firm’s Trusts and Estates Practice. She has more than 20 years of diversified experience as a wealth transfer strategist with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals and their trusts and estates.

Joy provides clients with wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

Before joining CohnReznick, Joy was a senior tax manager at a Top 20 accounting firm. Early in her career, she was a principal in a Virginia-based law firm and also worked as a senior associate in the growing trusts and estates groups of one of the leading commercial law firms in New Jersey.

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:

Event sponsors are not approved Continuing Education Sponsors. 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 InterActive Legal, Peak Trust Company, or Shenkman Law.


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