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

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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 October 1, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: 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.

Live Webinar September 11, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Succession Planning for Family Owned Businesses

Succession Planning for Family Owned Businesses

Understand how to successfully implement a succession plan to transfer ownership of family-owned businesses. Many family-owned businesses who are preparing to transfer ownership to the next generation often do not...

Live Webinar October 15, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live 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.

Live Webinar September 25, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Using IRAs and 401(k)s to Buy and/or Fund Real Estate Investments

Learn to recognize and capitalize on the trillions of dollars accessible through IRA/401(k) accounts. The vast majority of IRA and 401(k) accounts are invested exclusively in Wall Street products: stocks, bonds and...

Live Webinar September 18, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them. Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

Live Webinar August 29, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Charitable Remainder Trust Fundamentals

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients. Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while...

Live Webinar September 30, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Understanding the Role of the Trust Protector

Understanding the Role of the Trust Protector

Explore this comprehensive guide to structuring a trust protector and directing party provisions into a trust or estate plan. Practitioners are increasingly encountering trust protector provisions in documents and...

Live Webinar September 12, 2019 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: IRS Basis Consistency Requirements and New Rules

IRS Basis Consistency Requirements and New Rules

Understanding how to stay compliant with the IRS basis consistency requirements and new rules can help you and your clients ensure reporting is done is accurate and within the guidelines.

Live Webinar September 20, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents credit available

Live Webinar: Principles of Blockchain and Cryptocurrency Taxation

Principles of Blockchain and Cryptocurrency Taxation

Stay up-to-date and compliant with complex federal tax issues involving blockchain and cryptocurrency. Blockchain technology and cryptocurrency pose several challenges for the application of existing tax law.

Live Webinar August 22, 2019 1:00pm EST

AIPB, CFP, CLE, CPE credit available

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