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OnDemand Webinar: Charitable Remainder Trust Fundamentals

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients.Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while...

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

CLE, Enrolled Agents credit available

Live Webinar: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices. Many individuals who are named as trustees or successor trustee are unaware of all of the duties and...

Live Webinar April 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Grantor Trust Liabilities: An Income Tax Analysis

Grantor Trust Liabilities: An Income Tax Analysis

Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts. The sale to an intentionally defective grantor trust is one of the most powerful and versatile...

Live Webinar March 22, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

OnDemand Webinar: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Rules of Trust Administration in Pennsylvania

Rules of Trust Administration in Pennsylvania

Identifying the Players; Types of Trusts; Trust Owned Life Insurance: Facts and Revelations; Asset Allocation Strategies for Volatile Markets; The Trustee; The Logistics of Funding the Trust; Income Taxation of Trusts;...

OnDemand 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...

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

CLE, Enrolled Agents credit available

OnDemand Webinar: Trust Administration in Arizona

Trust Administration in Arizona

Understand how the adoption and provisions of the Uniform Trust Code (UTC) affect trust administration in Arizona. This topic will deal with all of the common difficulties that a trustee and counsel will face and the...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Rules of Trust Administration in Texas

Rules of Trust Administration in Texas

Understand the duties and powers of trustees and the laws surrounding trust administration in Texas.Although trusts are a common vehicle to hold and transfer assets, many professionals either avoid trusts or delegate...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Rules of Florida Trust Administration

Rules of Florida Trust Administration

Understand the duties and powers of trustees and the laws surrounding trust administration in Florida.Estate and trust counsel and other professionals are often asked to provide assistance for the administration of...

Available as OnDemand Webinar, Audio & Reference Manual

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