A big thanks to attorney, Bruce Givner, for updating his popular chart, “Summary of Alternate Ways to Protect a Home” Chart—a free downloadable resource comparing the various estate planning strategies available to clients and prospects to help protect their home. In this simple chart, Bruce compares anything from doing nothing to giving the home to the kids, selling the home to the kids, contributing to a Family Limited Partnership to using more advanced-level estate planning techniques, such as Personal Residence Trusts (“QPRTs”), Grantor Retained Remainder Trusts (“GRATs”) and Private Retirement Trusts (“PRTs”). To download this chart and other available free…

Nationally renowned estate planning and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished) of Oshins & Associates, LLC has just added a partial-year update to his popular 4th Annual Domestic Asset Protection Trust State Rankings Chart. The primary change made to the chart was that on the previous version of the chart, Alaska was rated #3. On the updated chart, Alaska has moved down to #5, as the prior version had a notation that it was being ranked third assuming that Alaska’s attempted legislative change from a 4-year SOL to a 2-year SOL was going to pass. It didn’t…

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant who authors a number of publications each month, including his monthly e-mail newsletter, “Practical Planner“. Below is the second installment from Marty’s January/February 2012 newsletter. To be added to Marty’s monthly e-mail distribution list, e-mail newsletter@shenkmanlaw.com. √ Your Tax Reimbursement Clauses Might be Dangerous: Some grantor trusts (income taxed to you) include a provision that permit the trustee of a trust you create to reimburse you for taxes you pay on trust income. If reimbursement is mandatory, Go To Tax Jail, Do Not Pass Go….

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant who authors a number of publications each month, including his monthly e-mail newsletter, “Practical Planner“. Below is an article from Marty’s January/February 2012 newsletter. To be added to Marty’s monthly e-mail distribution list, e-mail newsletter@shenkmanlaw.com. Summary: The Heckerling Institute on Estate Planning is the estate planning world’s equivalent of the Oscars. Can you imagine anything more spellbinding then nearly 3,000 tax attorneys discussing estate tax planning for an entire week? Well, if you missed all the excitement, we’ve culled some hot tips from the week…

At The Ultimate Estate Planner, Inc., we are committed to providing our fellow estate planners access to the information, products, education and various resources that are available to help individuals be better practitioners and provide better service of both estate and financial planning, to their clients. Therefore, we are extremely pleased and privileged to provide to you through the graciousness of the American Bar Association’s Real Property, Trust & Estate Law (RPTE) Section the full and complete report from the 46th Annual Heckerling Institute of Estate Planning Conference, one of the nation’s leading conferences for estate planners, including attorneys, trust…