828 Results for ‘current-issues-in-estate-planning-for-pets’
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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...
CLE credit available
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
Understand the benefits and implications of the generation-skipping transfer tax so you can effectively advise your clients. Many clients and tax practitioners fail to fully comprehend the generation-skipping transfer...
Live Webinar October 28, 2019 1:00pm EST
CFP (pending), CLE, CPE credit available
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
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...
Get updated on New York's most recent law changes that impact estate tax planning and reporting. This topic is ideal for all attorneys who engage in estate planning and estate administration for New York State residents...
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 includes a basic overview of the ethical rules that affect the estate planner in...
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