539 Results for ‘estate-planning-considerations-for-dual-residents

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OnDemand Course: Estate Planning Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.

Available as OnDemand Course, MP3 Download

CLE, Enrolled Agents credit available

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP, 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: Anticipating and Preparing for Estate Litigation

Estate Planning: Anticipating and Preparing for Estate Litigation

Learn the key steps on how to implement proactive processes to diminish or eliminate litigation.Estate planners generally focus on preparing estate planning documents that are predominantly geared towards accomplishing...

OnDemand Course: Domestic Tax Issues for Non-resident Aliens

Domestic Tax Issues for Non-resident Aliens

Gain a better understanding of the best practices regarding domestic tax issues for nonresident aliens.As more foreign citizens become subject to US taxation, practitioners must be comfortable with the various issues...

OnDemand Course: Domestic Tax Issues for Non-resident Aliens

Domestic Tax Issues for Non-resident Aliens

Gain a better understanding of the best practices regarding domestic tax issues for nonresident aliens.As more foreign citizens become subject to US taxation, practitioners must be comfortable with the various issues...

OnDemand Course: Strategic Planning for LLC's and Estate Planning

Strategic Planning for LLC's and Estate Planning

Understanding the fundamentals of LLCs and knowing if it's the right pathway for you.There's a whole craze around setting up an LLC when you first get started.

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Who Wants to be a Drillionaire?  Estate Planning for Oil and Gas Owners

Who Wants to be a Drillionaire? Estate Planning for Oil and Gas Owners

Learn valuable estate planning techniques to protect your client's oil and gas assets. The oil and gas boom has created millions of jobs and generated billions in bottom-line revenue, giving rise to more drillionaires...

OnDemand Course: First Dad Died and Now Mom: Second Death Estate Planning and Administration

First Dad Died and Now Mom: Second Death Estate Planning and Administration

For most married couples, on the first death, the most important estate planning goals are: to maintain the financial security and lifestyle of the surviving spouse; to avoid the payment of any transfer or additional...

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, MP3 Download

CLE credit available

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