482 Results for ‘estate-planning-appraisal-fundamentals

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OnDemand Course: 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.

Available as OnDemand Course, MP3 Download

CLE credit available

Live Webinar: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets. For an estate plan to work, the plan must be properly funded.

Live Webinar October 20, 2021 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered. Many military personnel and their families are unaware of the complex issues they...

Live Webinar October 27, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, Video, Video, Video, Video

OnDemand Course: Crummey Powers in Estate Planning

Crummey Powers in Estate Planning

Understand how Crummey powers can be used to achieve your client's estate planning goals.The decision in Crummey v. Commissioner directly addressed a fundamental flaw in tax policy - the inability for parents to make...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: 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.

Available as OnDemand Course, Video, Video, Video

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: Funding Trusts in Estate Planning

Funding Trusts in Estate Planning

Ensure that your client's estate planning is complete and avoid major pitfalls down the road.Drafting a trust is only the beginning of a client's estate planning process.

Available as OnDemand Course, MP3 Download, Video, Video, Video, Video, Video

CFP, CLE credit available

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