What Should Estate Planners Do Now?

An InterActive Legal Post-Election Video Roundtable Event

Friday, November 13, 2020

3:00-4:00pm EDT

View Recording

Roundtable Moderator:

Vanessa L. Kanaga, Esq., President and Director of Content Development, InterActive Legal

Roundtable Panelists:

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

Election Day 2020 is now behind us.   As of this writing, most election results are in, though opinions vary about when we will know the full makeup and distribution of power between the Executive and Legislative branches.  Court challenges, recounts, and run-offs all move forward, with the latter not taking place until January.  Given that we may not have certainty for weeks (and in some cases months), estate tax planners charged with advising their clients on how to proceed for the balance of the year are in a bit of limbo.  Advisors must determine whether to recommend taking action now or wait for more information, and come up with a plan for going forward after all results are finalized.  In this live video roundtable ten days after the election, our panelists will work to separate what we know from what we don’t know, and highlight issues for both planners and their clients to consider.  Regardless of the final outcome of the elections, tax and estate planning will remain important, and quick action may be advisable for some clients.

The panelists will plan to discuss:

• The tax proposals that may be coming from the Executive branch

• How the projected House and Senate results could impact tax policy in 2021 and beyond

• The merits of planning before year-end versus waiting to see how things develop

• Possible ways to take action now with flexible trust options that can give clients a greater comfort level

• And more

The planned discussion topics will be fine-tuned as more facts are known.  Don’t miss one of the first opportunities to hear how the 2020 election results can impact your practice and your clients.

Our Roundtable Moderator:

Vanessa L. Kanaga, Esq., President and Director of Content Development, InterActive Legal  ^

Vanessa Kanaga joined InterActive Legal in 2013 and serves as President and Director of Content Development. In her role, Vanessa oversees the development of InterActive Legal program content, in addition to working with CEO, Michael L. Graham, to guide the company in its future direction, and manage day-to-day operations. Vanessa received her J.D. from Cornell Law School, Magna Cum Laude, in 2006, and holds a B.A. in Philosophy from Wichita State University, with a minor in Music, as well as an Advanced Professional Certificate from New York University School of Law. Following law school, Vanessa practiced in New York for several years, at Milbank, Tweed, Hadley & McCloy, LLP, and then Moses & Singer, LLP. In 2012, she returned to her home town of Wichita, Kansas, where she was an associate attorney in the estate planning and probate practice group at Hinkle Law Firm, LLC, before joining InterActive Legal.

Our Roundtable Panelists:

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

Abigail O’Connor is a trust and estates attorney in private practice in Anchorage, Alaska. Her practice focuses on estate planning and trust administration. She is a Fellow of the American College of Trust and Estate Counsel, Vice President of the Alaska Trust and Estate Professionals, Member of the Executive Board of the Estate Planning and Probate Section of the Alaska Bar Association, and a Director of the Anchorage Estate Planning Counsel.

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.”

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 InterActive Legal.

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