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OnDemand Webinar: End of Life Planning Issues

End of Life Planning Issues

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

Available as Audio & Reference Manual, MP3 Download

CLE credit available

OnDemand Webinar: Using Irrevocable Life Insurance Trusts in Estate Planning

Using Irrevocable Life Insurance Trusts in Estate Planning

This on-demand webinar will benefit intermediate to advanced lawyers and insurance professionals who want to obtain a deeper understanding of why ILITs remain viable in the current tax environment.

OnDemand Webinar: What To Do With That

What To Do With That "Unwanted" Life Insurance Policy

Learn the process needed to determine the best use of an existing 'unwanted' life insurance policy.With the changes in the estate tax law it has been estimated that only 1 in 1,000 estates will need life insurance to...

Available as OnDemand Webinar, Audio & Reference Manual

Live Webinar: Tax Planning for Financially-Troubled Businesses

Tax Planning for Financially-Troubled Businesses

Gain insight into the tax rules regarding debt restructuring, permitted takings and foreclosures. This topic will provide comprehensive coverage of how the basic income tax rules and regulations apply as between the...

Live Webinar December 20, 2019 1:00pm EST

AIPB, CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning Before 2026 (and Beyond) for Married Couples

Estate Planning Before 2026 (and Beyond) for Married Couples

Plan accordingly with your spouse to take advantage of exemptions and benefits. This topic will cover the fundamentals and fine points of estate tax planning for married couples, whether a first or subsequent marriage.

Live Webinar December 11, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

Live Webinar: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients. The business is typically the cornerstone of an individual’s estate and its value.

Live Webinar December 17, 2019 1:00pm EST

CFP, CLE, CPE credit available

OnDemand Webinar: Legal and Regulatory Status of the Life Settlements Industry

Legal and Regulatory Status of the Life Settlements Industry

For more than 20 years, the life settlements market has grown into a billion dollar industry recognized by companies and individuals as a strong investment option.

OnDemand Webinar: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

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