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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

OnDemand Webinar: Current Implications of Partnerships in Estate Planning

Current Implications of Partnerships in Estate Planning

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...

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

CLE credit available

Live 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.

Live Webinar February 26, 2020 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning Considerations Involving Cryptocurrency

Estate Planning Considerations Involving Cryptocurrency

Learn about cryptocurrency and how it is used in modern day estate planning. As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology,...

Live Webinar March 11, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Learn how to properly advise and plan for a veteran who is eligible for VA benefits. The purpose of this topic is to enable professional advisors, such as attorneys, CPAs, financial planners and anyone that provides...

Live Webinar March 4, 2020 1:00pm EST

CLE, CPE credit available

Live 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 provides a basic overview of the ethical rules that effect the estate planner in...

Live Webinar May 8, 2020 1:00pm EST

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

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: 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: Current Tax Implications of Repositioning Real Estate

Current Tax Implications of Repositioning Real Estate

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.

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