519 Results for ‘marshalling-assets-in-estate-planning

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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: Illinois Asset Protection Planning

Illinois Asset Protection Planning

Gain a better understanding of Illinois Asset Protection Planning to better advise your clients. Many practitioners are approached by their clients to assist them in protecting their assets.

OnDemand Course: Texas Asset Protection Planning

Texas Asset Protection Planning

Gain knowledge on building estate planning documents for clients while maintaining the proper protection needed. Many business advisors have assisted their clients with forming business entities, preparing other asset...

OnDemand Course: California Asset Protection Planning

California Asset Protection Planning

Understand specific asset protection planning strategies for your clients in California.Asset Protection Planning has become a major concern for professionals, business owners, real estate investors and other persons of...

OnDemand Course: Asset Protection Planning and Techniques

Asset Protection Planning and Techniques

Learn the benefits and requirements needed for asset protection for an individual or business.There is a great deal of mystery and misconception with regard to offshore asset protection trusts.

OnDemand Course: Asset Protection Planning: Fundamentals and New Approaches

Asset Protection Planning: Fundamentals and New Approaches

Understand key strategies for approaching domestic and offshore asset protection trusts for your clients.We live in a litigious society that seems to be victim oriented.

OnDemand Course: Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Valuation for Gift and Estate Tax Purposes - The Intersection of Asset Appraisals and Entity Valuations

Gain an understanding of the impact of gift and estate tax valuations.Most, if not all, businesses rely on tangible assets to assist in their business operations.

Available as OnDemand Course, MP3 Download

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: 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

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