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OnDemand Webinar: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn the fundamentals of trusts in estate planning alongside the different purposes for each trust specifically.Review the use of trusts in estate planning.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE, Enrolled Agents credit available

OnDemand Webinar: Drafting Tips for Tax Reduction

Drafting Tips for Tax Reduction

Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE credit available

OnDemand Webinar: Best Practices for Drafting Buy-Sell Agreements Among Shareholders or Members

Best Practices for Drafting Buy-Sell Agreements Among Shareholders or Members

Learn about the complexities of preparing and drafting successful buy-sell agreements and how to avoid common mistakes. Every closely held entity (corporate, LLC, or partnership) that has more than one owner should have...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Drafting and Administration of Wills for the Estate Planner

Drafting and Administration of Wills for the Estate Planner

Get a thorough understanding of drafting and administering wills to ensure no mistakes or future will contests. Many attorneys who are requested to prepare estate planning documents have to decide what kind of wills to...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Accounting and Legal Issues With Estates and Trusts in Washington

Accounting and Legal Issues With Estates and Trusts in Washington

Avoid errors and penalties in trust and estate accounting - minimize your client's tax and heartache. Save your clients' hard-earned money - and avoid legal battles - by learning trust and estate accounting essentials.

Live Webinar: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust. Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also...

Live Webinar August 15, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them. Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Live Webinar August 29, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Wealth Transfer Taxes Among Beneficiaries

Wealth Transfer Taxes Among Beneficiaries

Gain valuable insight and understand solutions to wealth transfer taxation among beneficiaries to better advise your clients. There are a surprising number of inadvertent transfers between beneficiaries of commonly...

Live Webinar July 26, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Family Limited Partnership Estate Planning Strategies

Family Limited Partnership Estate Planning Strategies

Understanding family limited partnerships for estate planning may save your client’s family a considerable amount in estate taxes. Family limited partnerships are still hot estate planning tools.

Live Webinar July 30, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Legal Dangers of Outdated Estate Plans

Legal Dangers of Outdated Estate Plans

Having an outdated estate plan comes with many risks, including legal risks. Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated.

Live Webinar August 21, 2019 1:00pm EST

CFP, CLE, CPE credit available

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