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

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OnDemand Webinar: Discretionary Distribution Standards in Estate Planning

Discretionary Distribution Standards in Estate Planning

Learn how to reduce uncertainty, estate inclusion, litigation and other potential negative consequences of discretionary distribution standards.The wording of a discretionary distribution standard can have tremendous...

OnDemand Webinar: Common Mistakes in Estate Planning for Blended Families

Common Mistakes in Estate Planning for Blended Families

Today, an increasing number of families in the United States are considered blended families; families that comprise of two adults, married or unmarried, with at least one of whom has children from a prior relationship.

Available as OnDemand Webinar, Audio & Reference Manual, Video, Video, Video

OnDemand Webinar: Leaving the Loot: Estate Planning for the Young and Wealthy

Leaving the Loot: Estate Planning for the Young and Wealthy

Understand strategic, money-saving ways to help your clients plan for the future when they are young and wealthy. Planning for death or disaster is low on the list of ways people want to spend their time - especially...

OnDemand Webinar: Estate Planning Techniques for Highly Appreciated Assets

Estate Planning Techniques for Highly Appreciated Assets

Learn to recognize highly-appreciated assets and be able to provide clients with alternative planning options.Many clients have highly-appreciated assets which may no longer be appropriate for their life situation, but...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Generation Skipping Transfer Tax: Practical Estate Planning Techniques

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...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Summary of Estate Planning After the American Taxpayer Relief Act of 2012

Summary of Estate Planning After the American Taxpayer Relief Act of 2012

The American Taxpayer Relief Act of 2012 (2013) was passed by the Senate on New Year's Day and shortly thereafter by the House. This will change the face of estate planning (and for professionals the practice of estate...

OnDemand Webinar: For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

Learn how to handle the estate planning needs of same-sex and non-married couples with ease. Recent changes regarding the recognition of same-sex couples, competing state and federal laws, along with the ever changing...

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

Bookstore: Income and Estate Planning - High Net Worth Individuals in California

Income and Estate Planning - High Net Worth Individuals in California

Get tips for advising your high-income clients This highly-informative, one-day advanced tax-planning seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in tax...

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

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