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Doug Schneidman is a trusts and estates attorney in New York, and he calls InterActive Legal's Wealth Transfer Planning "an invaluable tool."

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Estate planning attorneys across the country are sharing their experience with InterActive Legal. How it changed the way they draft, learn, and serve clients.
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A New JCT Report Just Changed the Fiduciary Tax Conversation. A single footnote in a brand-new Joint Committee on Taxation report could quietly rewrite how trusts and estates are taxed.

The newly released JCT report — and its now much-discussed Footnote 102 — raises a question planners didn’t see coming: does Section 68’s “two-thirty-sevenths haircut” reach into fiduciary income tax? If it does, distribution deductions under §§ 651/661 and charitable deductions under § 642(c) could shrink, leaving trusts and estates with phantom income no one planned for — and exposing fiduciaries to fresh allocation disputes and risk. On Friday, June 5, three of the most respected authorities in the field — Jonathan G. Blattmachr, Robert S. Keebler, and Martin M. Shenkman — break down what the report actually says and what it means for your clients.

Reserve your seat for this free 55-minute briefing. https://buff.ly/JDBrHLr