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OnDemand Course: Current Issues in Estate Planning for Pets

Current Issues in Estate Planning for Pets

Learn more on the protection plans that can be arranged for your pets. If your household is anything like millions of other pet-loving households, you treat your pets like members of the family.

OnDemand Course: Current Implications of Partnerships in Estate Planning

Current Implications of Partnerships in Estate Planning

Gain an understanding of modern implications of partnerships in estate planning and their effects.Partnerships (and Limited Liability Companies taxes as partnerships) have become the go-to entity choice among estate...

Live Webinar: Funding Trusts in Estate Planning

Funding Trusts in Estate Planning

Ensure that your client’s estate planning is complete and avoid major pitfalls down the road. Drafting a trust is only the beginning of a client’s estate planning process.

Live Webinar May 19, 2021 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: Crummey Powers in Estate Planning

Crummey Powers in Estate Planning

Understand how Crummey powers can be used to achieve your client's estate planning goals. The decision in Crummey v. Commissioner directly addressed a fundamental flaw in tax policy – the inability for parents to...

Live Webinar May 26, 2021 1:00pm EST

CLE, Enrolled Agents, CPE credit available

Live Webinar: A Practical Guide to Using Life Insurance in Business Planning

A Practical Guide to Using Life Insurance in Business Planning

Gain an understanding of how life insurance can be utilized purposefully to accomplish a business’ goals and objectives. Many entrepreneurs and executives have heard of life insurance being utilized for business...

Live Webinar June 24, 2021 1:00pm EST

CLE, CPE credit available

Live Webinar: Basics of Trust Administration

Basics of Trust Administration

Gain a thorough understanding of trust administration best practices. Many individuals who are named as trustees or successor trustees are unaware of the myriad duties and responsibilities that come along with the...

Live Webinar June 16, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Navigating Estate Tax Liens

Navigating Estate Tax Liens

Learn practical tips in navigating liens in estate planning and administration.Many fiduciaries are unaware of the special, or 'secret,' federal estate tax lien that attaches to a decedent's property at death or other...

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: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Social Security Benefits: Is It Worth It to Delay?

Social Security Benefits: Is It Worth It to Delay?

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

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