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Live Webinar: Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected. The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698...

Live Webinar December 5, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Learn best practices and tips for this process.

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

CLE credit available

OnDemand Webinar: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn how to properly and effectively draft different types of trusts for an estate plan.Trusts can be an integral part of an effective estate plan. With the ability to control wealth, protect assets, mitigate taxes,...

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

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: Opportunities and Drawbacks of Directed Trusts

Opportunities and Drawbacks of Directed Trusts

Gain a better understanding of directed trusts, how they are created, and what they are intended for. Directed trusts are being used to add flexibility in administering a trust.

Live Webinar November 7, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Understand the benefits and implications of the generation-skipping transfer tax so you can effectively advise your clients. Many clients and tax practitioners fail to fully comprehend the generation-skipping transfer...

Live Webinar October 28, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations. Business owners have additional concerns when facing gift and estate planning.

Live Webinar October 29, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

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