519 Results for ‘marshalling-assets-in-estate-planning’
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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
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.
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...
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...
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.
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.
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.
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...
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...
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.
Showing 1 - 10 of 519 results.