2025 Planning Review and Year End Planning Tips Webinar скачать в хорошем качестве

2025 Planning Review and Year End Planning Tips Webinar

A look at some of the significant developments of 2025, what planning might still be done before year end, and the importance of continued planning in the current environment. Discussions will include: Roth conversions for large IRAs, Pecuniary funding clauses in a volatile stock market and the importance of a 645 election, Why a recent Delaware asset protection case, CES 2007 Trust should change practitioners view of trust planning, using AI to be culturally sensitive, Defined value clause mistakes, Basis planning with Community Property Trusts, GPOAs, and other techniques, Florida now has a Series LLC statute but is it a trap for the unwary? Rowland case and portability, the Gali case and family loans, and more. Speakers: Martin M. Shenkman, Esq., Jonathan G. Blattmachr, Esq. Robert S. Keebler, CPA, Alan S. Gassman, Esq. And Thomas A. Tietz, Esq. *This may constitute attorney advertising. For more information on estate planning, including additional videos, articles and more, check out www.shenkmaneducation.com. The information presented is for educational purposes only. The video does not constitute advertising, solicitation, legal, tax, or other professional advice. The information is not represented to be correct, complete, or up to date. Tax, property and other laws change frequently and the content on this channel is not updated to reflect that. Older content may still have some educational value even if portions of it are not current.