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OnDemand Webinar: Funding Trusts in Estate Planning

Funding Trusts in Estate Planning

Learn how to recognize trust funding issues and avoid major pitfalls down the road.Many advisors have assisted their clients with preparing trust documents or preparing other estate planning documents, but have failed...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: 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, Enrolled Agents credit available

Bookstore: New Era of Estate Planning

New Era of Estate Planning

Don't be left behind - Get updated on the latest strategies and legislation affecting estate planning. The tax changes of 2013 are giving rise to the review of estate plans across the country.

OnDemand Webinar: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

This on-demand webinar will share why the funeral trust should be part of every estate plan and why you as the advisor should be offering this type of advance planning.

OnDemand Webinar: Identifying Estate Planning Mistakes and How to Correct Them

Identifying Estate Planning Mistakes and How to Correct Them

Learn how to identify common estate planning mistakes and various elements to take into consideration. Attorneys who engage in estate planning are confronted with many issues that need to be addressed.

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand 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.

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

CLE credit available

OnDemand Webinar: Estate Planning Strategies for Noncitizen Residents

Estate Planning Strategies for Noncitizen Residents

Learn to identify and plan for common tax issues that arise when working with a multinational client.Families and wealth are becoming increasingly international.

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Estate Planning Considerations in a Changing Economy

Estate Planning Considerations in a Changing Economy

Understand how to recognize the change in your client's estate plans within the evolving economy.Many people have not reviewed their estate plan or business succession plan in many years and have not made changes in...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Powers of Attorney: Estate Planning Concerns

Powers of Attorney: Estate Planning Concerns

Learn the effective use of powers of attorney to better advise your client's estate plan. Improvements in medical technology have increased longevity in our population and as individuals age, issues of incapacity become...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: The Role of Lifetime Gifts in Estate Planning

The Role of Lifetime Gifts in Estate Planning

Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage...

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

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