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Live Webinar: 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.

Live Webinar December 2, 2020 1:00pm EST

OnDemand Course: Land Trust Fundamentals

Land Trust Fundamentals

Understanding the technical side of land trusts is crucial to ensuring your trust is tailored to your needs.Any person or corporation holding real property can protect their privacy and assets with a land trust.

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

Available as OnDemand Course, MP3 Download

CLE, Enrolled Agents credit available

OnDemand Course: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

OnDemand Course: How to Draft IRA Beneficiary

How to Draft IRA Beneficiary "See-Through" Trust Provisions

Learn the critical aspects of naming a trust as a beneficiary of a retirement account.With retirement assets making up such a large portion of many clients' estates, paying retirement assets to trusts is becoming more...

OnDemand Course: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices. Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Course: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of designing trusts and executing trust administration best practices.Many individuals who are named as trustees or successor trustee are unaware of all of the duties and responsibilities...

OnDemand Course: Factors to Consider When Determining to Use a Will or a Trust

Factors to Consider When Determining to Use a Will or a Trust

Gain knowledge on the difference of when to use a will versus a trust and learn which method will be best for clients.Wills and living trusts can both be effective estate planning documents that enable you and/or your...

OnDemand Course: 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...

OnDemand Course: 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...

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