614 Results for ‘estate-planning-techniques-regarding-spousal-lifetime-access-trust

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Bookstore: 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.

Available as MP3 Download, Audio & Reference Manual

CLE credit available

OnDemand Webinar: The Role of Lifetime Gifts in Estate Planning

The Role of Lifetime Gifts in Estate Planning

Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage...

Available as OnDemand Webinar, Audio & Reference Manual

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: 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 February 26, 2020 1:00pm EST

CFP (pending), CLE, CPE, Enrolled Agents credit available

Live Webinar: Estate Planning Considerations Involving Cryptocurrency

Estate Planning Considerations Involving Cryptocurrency

Learn about cryptocurrency and how it is used in modern day estate planning. As interests in, and accumulation of, digital assets have expanded from intellectual property, communication, and other forms of technology,...

Live Webinar March 11, 2020 1:00pm EST

CFP (pending), CLE, CPE credit available

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Learn how to properly advise and plan for a veteran who is eligible for VA benefits. The purpose of this topic is to enable professional advisors, such as attorneys, CPAs, financial planners and anyone that provides...

Live Webinar March 4, 2020 1:00pm EST

CLE, CPE credit available

OnDemand 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...

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

CLE 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, 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

OnDemand Webinar: 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...

Available as OnDemand Webinar, Audio & Reference Manual

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