619 Results for ‘understanding-the-role-of-the-trust-protector

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Bookstore: Understanding the Role of the Trust Protector

Understanding the Role of the Trust Protector

Explore this comprehensive guide to structuring a trust protector and directing party provisions into a trust or estate plan.Practitioners are increasingly encountering trust protector provisions in documents and...

Available as MP3 Download, Audio & Reference Manual

CLE credit available

Live Webinar: Charitable Remainder Trust Fundamentals

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients. Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while...

Live Webinar September 30, 2019 1:00pm EST

CFP, CLE, CPE, Enrolled Agents 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, MP3 Download

OnDemand Webinar: Land Trust Fundamentals

Land Trust Fundamentals

Understanding the technical side of land trusts is crucial to ensuring your trust is tailored to your needs.Any person or corporation holding real property can protect their privacy and assets with a land trust.

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

CLE credit available

Bookstore: Rules of Trust Administration in Pennsylvania

Rules of Trust Administration in Pennsylvania

Identifying the Players; Types of Trusts; Trust Owned Life Insurance: Facts and Revelations; Asset Allocation Strategies for Volatile Markets; The Trustee; The Logistics of Funding the Trust; Income Taxation of Trusts;...

OnDemand Webinar: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

Live Webinar: Understanding and Troubleshooting Copyright Law

Understanding and Troubleshooting Copyright Law

Gain insight into what a copyright is, how to identify copyrightable subject matter and make sure you or your clients own the copyrights. The internet has changed all copyright paradigms.

Live Webinar October 24, 2019 1:00pm EST

CLE, CPE credit available

OnDemand Webinar: Rules of Trust Administration in Texas

Rules of Trust Administration in Texas

Understand the duties and powers of trustees and the laws surrounding trust administration in Texas.Although trusts are a common vehicle to hold and transfer assets, many professionals either avoid trusts or delegate...

Available as OnDemand Webinar, Audio & Reference Manual

Live Webinar: Utilizing and Understanding Microsoft Power BI

Utilizing and Understanding Microsoft Power BI

Learn how to masterfully create interactive reports with Power BIĀ® Desktop. There is way too much data to process out there, and your data may be in many different sources.

Live Webinar October 7, 2019 1:00pm EST

CPE credit available

OnDemand Webinar: Rules of Florida Trust Administration

Rules of Florida Trust Administration

Understand the duties and powers of trustees and the laws surrounding trust administration in Florida.Estate and trust counsel and other professionals are often asked to provide assistance for the administration of...

Available as OnDemand Webinar, Audio & Reference Manual

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