545 Results for ‘dynasty-trust-estate-planning-fundamentals

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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

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: 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: 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...

Live Webinar October 28, 2019 1:00pm EST

CFP (pending), CLE, CPE 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: 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

OnDemand Webinar: Trust Situs and State Taxation: Practical Planning Implications

Trust Situs and State Taxation: Practical Planning Implications

State tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues.The situs of a trust may impact the rules that govern the trust, the validity...

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

OnDemand Webinar: Challenges in Trust and Estate Valuation

Challenges in Trust and Estate Valuation

Learn to recognize the framework for trust and estate valuation to better assist your clients' needs.This topic will provide an overview of the current estate planning landscape using valuation discounts, whether for...

Available as OnDemand Webinar, Audio & Reference Manual

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

OnDemand Webinar: New York Estate Tax and Estate Planning Updates

New York Estate Tax and Estate Planning Updates

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...

Available as OnDemand Webinar, Audio & Reference Manual

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