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OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Fundamentals of Beneficiary Defective Inheritor's Trust

Fundamentals of Beneficiary Defective Inheritor's Trust

Understand how to transfer business operations to future generations without overpaying the Internal Revenue Service using the Beneficiary Defective Inheritor Trust.

OnDemand Course: Top IRA Planning Strategies

Top IRA Planning Strategies

Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.More people are facing retirement today without any fixed pension other than...

OnDemand Course: How Financial Advisors Cut Ties with Clients

How Financial Advisors Cut Ties with Clients

For many financial planners and wealth advisors, helping clients achieve their lifetime goals is a rewarding process. However, you may not be enjoying your time spent with some of your clients.

OnDemand Course: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Generation Skipping Transfer Tax: Practical Estate Planning Techniques

Understand the benefits and implications of the generation-skipping transfer tax so you can effectively advise your clients.Many clients and tax practitioners fail to fully comprehend the generation-skipping transfer...

Available as OnDemand Course, Video, Video, Video, Video

OnDemand Course: 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...

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: 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: Estate Plan Fundamentals for Farmers

Estate Plan Fundamentals for Farmers

Learn practical farm succession planning techniques to ensure your client's farm goes to the right recipients with little disruption to operation.Estate planning for farmers offers special challenges and opportunities...

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