In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...
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In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...
Lessons for Estate Planning Lawyers Regarding Third Party Malpractice Claims
Trust Me
35 minutes
10 months ago
Lessons for Estate Planning Lawyers Regarding Third Party Malpractice Claims
The aftermath of trust litigation brought by beneficiaries against trustees is too often a lawyer malpractice claim against the drafting lawyer. Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawyer malpractice cases and the messages from the courts in recent cases. About Our Guest: Sean McKissick Sean McKissick is a partner at Downey Brand LLP in Sacramento, California, where he specializes in trust and estate litigation. He s...
Trust Me
In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act’s impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamic...
