394 Results for ‘current-issues-in-estate-planning-for-pets

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Bookstore: End of Life Planning Issues

End of Life Planning Issues

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

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

Bookstore: California Asset Protection Planning

California Asset Protection Planning

Understand specific asset protection planning strategies for your clients in California.Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Fundamentals of Succession Planning

Fundamentals of Succession Planning

Succession Planning is an essential component for a complete estate plan.Whether the individual owns a business, created a charitable entity, or has pets, the manner to effectuate a successful transfer is based on a...

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

CLE credit available

Bookstore: Top IRA Planning Strategies

Top IRA Planning Strategies

Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.More people are facing retirement today without any fixed pension other than...

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

CLE credit available

Bookstore: Challenges in Trust and Estate Valuation

Challenges in Trust and Estate Valuation

Learn to recognize the framework for trust and estate valuation to better assist your clients' needs.This topic will provide an overview of the current estate planning landscape using valuation discounts, whether for...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Illinois Asset Protection Planning

Illinois Asset Protection Planning

Gain a better understanding of Illinois Asset Protection Planning to better advise your clients. Many practitioners are approached by their clients to assist them in protecting their assets.

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Real Estate Income Tax Issues

Real Estate Income Tax Issues

Gain a better understanding of the tax advantages, consequences, and current issues associated with the real estate industry.The entire landscape was changed by the Tax Cut and Jobs Act of 2017 (TCJA).

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Texas Asset Protection Planning

Texas Asset Protection Planning

Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed. Many business advisors have assisted their clients with forming business entities, preparing other asset...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Estate and Gift Tax Audits

Estate and Gift Tax Audits

Find out how to be prepared for the estate and gift tax audit and get practical advice for responding to the IRS.Many gift and estate tax return preparers do a great job in taking appropriate reporting positions on the...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Long-Term Care Planning Essentials

Long-Term Care Planning Essentials

Confidently help clients work through their long-term care plan and be able to recommend the best program for any client's situation. After learning this information, you will be able to discuss and explain long-term...

Available as OnDemand Webinar, Audio & Reference Manual

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