753 Results for ‘current-issues-in-estate-planning-for-pets’
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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 your pets like members of the family.
Gain an understanding of modern implications of partnerships in estate planning and their effects.Partnerships (and Limited Liability Companies taxes as partnerships) have become the go-to entity choice among estate...
CLE credit available
Plan accordingly with your spouse to take advantage of exemptions and benefits. This topic will cover the fundamentals and fine points of estate tax planning for married couples, whether a first or subsequent marriage.
Live Webinar June 24, 2020 1:00pm EST
CFP (pending), CLE, CPE credit available
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...
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...
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.
In a declining real estate market, more building owners and developers are concerned about the tax consequences associated with foreclosures, deeds in lieu of foreclosure, short sales and debt restructuring.
Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...
CLE credit available
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...
Creative trust and estate planning can provide valuable protection to your clients. Understand how modern trust drafting affects your clients in divorce.
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