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Bookstore: 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

Bookstore: 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 credit available

Bookstore: Estate Planning Before 2026 (and Beyond) for Married Couples

Estate Planning Before 2026 (and Beyond) for Married Couples

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.

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

CLE credit available

Bookstore: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust.Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also providing...

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

CLE credit available

Bookstore: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients.The business is typically the cornerstone of an individual's estate and its value.

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

CLE credit available

Bookstore: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

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, Audio & Reference Manual, MP3 Download

CLE credit available

Bookstore: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.

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

CLE credit available

Bookstore: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

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

Bookstore: 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.

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

CLE credit available

Bookstore: Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Fundamentals of Spousal Lifetime Access Trust planning.Estate planning has progressed well beyond the basic will and powers of attorney. Use of trusts permit detailed and comprehensive planning.

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

CLE credit available

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