Showing 1–12 of 30 results
Drafting Special Needs Trusts
Thu, October 19, 2017
Special Needs Trusts are an invaluable estate planning tool to allow individuals with disabilities to utilize financial assets while remaining financially eligible for necessary resource-... Learn More...
Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules
Fri, October 20, 2017
This webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of “freeze... Learn More...
IRA Prohibited Transactions & Their Tax Consequences
Wed, November 1, 2017
This seminar will analyze what transactions constitute prohibited and exempt transactions for IRAs and their related tax consequences. We will analyze the rules, regulations and... Learn More...
Estate Basis Consistency Rules & Reporting Requirements: The Basis of (Almost) Consistently Fun Considerations for Fiduciaries, Beneficiaries & Their Advisers
Mon, November 6, 2017
This webinar will provide fiduciary advisers with an introduction to the estate basis consistency regime enacted in 2015 with IRC Section 1014(f) and to the... Learn More...
Estate Tax IRS Form 706: What an Attorney Needs to Know
Thu, November 9, 2017
This presentation will focus the mechanics of filing an estate tax return. We will discuss the various issues, elections and practical concerns relating to preparing... Learn More...
Drafting Wills, Powers of Attorney & Living Wills
Wed, November 22, 2017
Wills, Powers of Attorney, and Living Wills are essential estate planning documents that all individuals should have. This program will discuss drafting techniques for these... Learn More...
IRA Problems, Penalties, Pitfalls, Taxes and Pardons from It All
Tue, December 5, 2017
This in-depth program is designed to provide you with a practical skill set for understanding the pitfalls associated with IRAs and other qualified account transactions... Learn More...
Designating IRA Beneficiary Critical in Estate Planning
Mon, December 18, 2017
Retirement accounts often represents a sizable portion of a client’s net worth, and properly designating your client’s IRA and other retirement account beneficiaries is critical... Learn More...
Drafting Directed Trusts
Wed, January 17, 2018
This course will include the basics on drafting trusts with investment or distribution direction, including a discussion on trust protectors, family advisors, and other specialized... Learn More...
Modifying Irrevocable Trusts Using Nonjudicial Settlement Agreements
Mon, February 26, 2018
Irrevocable trusts generally do not provide for revision of their terms. In this webinar, attorneys can expect to obtain a comprehensive and practical guide to... Learn More...
Testamentary Capacity & Undue Influence in Estate Planning & Litigation
Wed, March 21, 2018
Will challenges are predicated on either the failure of the will to meet the necessary formalities or the failure of the testator to have the... Learn More...
Asset Protection for Business Owners
Fri, June 8, 2018
CLE Credits: 2 GEN
This course will cover the various types of business entities available to conduct business and analyze for the participants the pros and cons of each... Learn More...