481 Results for ‘marshalling-assets-in-estate-planning’
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Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets.Learn how to best avoid liability and properly oversee the administration of an estate or trust.
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
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 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...
Learn useful estate planning techniques with funeral trusts in mind and how to best advise your clients for the future.With the ever-changing economy and the aging population, more individuals and couples are seeking...
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,...
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.
CLE credit available
Showing 1 - 10 of 481 results.