Estate Planning Monthly: News, Views, and Practical Strategies – January 2026 Webinar скачать в хорошем качестве

Estate Planning Monthly: News, Views, and Practical Strategies – January 2026 Webinar

Introducing a New Monthly Webinar Series for Estate Planning Professionals: “Estate Planning Monthly: News, Views, and Practical Strategies.” January 2026 WEBINAR will address a variety of topics that practitioners are see in practice: Advanced basis optimization strategies, basis planning involving credit shelter trusts, §678 trusts, leveraged LLC structures, along with techniques for preserving capital losses and avoiding basis “step downs.” You’ll learn how to segment assets for valuation discounts, calibrate voting control for defensibility against a Code Sec. 2036(b) challenge, and integrate annuity contracts into estate and income tax planning. We will also address worthless security planning, medical aid in dying protocols, and post death valuation challenges. THE SERIES: Estate planning today demands more than technical fluency—it requires the ability to adapt sophisticated strategies to real world client dynamics, evolving statutes, volatile markets, and the practical constraints of administration. This new monthly webinar series brings those realities to the forefront with candid, practical practice centered discussions each month. Each will be grounded in real issues practitioners confront. We’ll address strategies, pitfalls, structures, and emerging developments shaping current estate planning. Email us about issues you face and we will consider them in future monthly programs. This series is designed for advisers who want to refine their judgment, sharpen their planning instincts, and stay ahead of both technical and practical developments. You will leave each webinar with actionable insights, refined techniques, and more. Stay current. Stay practical. Stay indispensable. Join us monthly for the insights planners rely on. Speakers: Martin Shenkman, Esq. and Alan Gassman, Esq. 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.