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OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

Available as OnDemand Course, MP3 Download, Video, Video, Video, Video, Video

OnDemand Course: Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

Learn how the SECURE Act is changing trust planning and how to best advise your clients with the changes taking place.The SECURE Act became effective in January and is perhaps one of the most significant changes to...

CPE credit available

OnDemand Course: Trust Situs and State Taxation: Practical Planning Implications

Trust Situs and State Taxation: Practical Planning Implications

State tax departments are becoming more aggressive at collecting revenues and the trend is likely to continue in light of state fiscal issues.The situs of a trust may impact the rules that govern the trust, the validity...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Liabilities that Sidestep an Asset Protection Plan

Liabilities that Sidestep an Asset Protection Plan

Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...

OnDemand Course: End of Life Planning Issues

End of Life Planning Issues

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

OnDemand Course: Estate Planning for the Final Years of Life

Estate Planning for the Final Years of Life

Identify key issues to consider when counseling for final years of life.Many practitioners are not aware of all of the issues to consider when counseling a client for final years of life.

OnDemand Course: Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected.The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698 per...

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: Discretionary Distribution Standards in Estate Planning

Discretionary Distribution Standards in Estate Planning

Learn how to reduce uncertainty, estate inclusion, litigation and other potential negative consequences of discretionary distribution standards.The wording of a discretionary distribution standard can have tremendous...

OnDemand Course: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

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