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OnDemand Webinar: Current Issues in Estate Planning for Pets

Current Issues in Estate Planning for Pets

Pets are an important part of the lives of many individuals. Learn more on the protection plans that can be arranged for your pets.If your household is anything like millions of other pet-loving households, you treat...

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

CLE 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: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement. Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Live Webinar June 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...

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

OnDemand Webinar: Estate Planning: Anticipating and Preparing for Estate Litigation

Estate Planning: Anticipating and Preparing for Estate Litigation

Learn the key steps on how to implement proactive processes to diminish or eliminate litigation.Estate planners generally focus on preparing estate planning documents that are predominantly geared towards accomplishing...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: New York Estate Tax and Estate Planning Updates

New York Estate Tax and Estate Planning Updates

Get updated on New York's most recent law changes that impact estate tax planning and reporting. This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Strategic Planning for LLC's and Estate Planning

Strategic Planning for LLC's and Estate Planning

Understanding the fundamentals of LLCs and knowing if it's the right pathway for you.There's a whole craze around setting up an LLC when you first get started.

Available as OnDemand Webinar, Audio & Reference Manual, Video, Video, Video

OnDemand Webinar: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance. This topic includes a basic overview of the ethical rules that affect the estate planner in...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: The Mathematics of Estate Planning

The Mathematics of Estate Planning

Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm.A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and traps for...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: The Mathematics of Estate Planning

The Mathematics of Estate Planning

Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm. A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and traps...

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

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