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

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OnDemand Course: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

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.

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

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

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.

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: 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: Using Funeral Trusts in Estate Planning

Using Funeral Trusts in Estate Planning

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...

OnDemand Course: 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,...

OnDemand Course: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

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.

Available as OnDemand Course, MP3 Download

CLE credit available

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