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OnDemand Course: Basics of Advance Medical Directives in Estate Planning

Basics of Advance Medical Directives in Estate Planning

Understand important language and decisions that must be considered when preparing and drafting advance medical directives for clients.There are many misconceptions about estate planning documents and specifically with...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: 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...

OnDemand Course: Introduction to Qualified Tuition Programs (529 Plans)

Introduction to Qualified Tuition Programs (529 Plans)

Gain an understanding on how to use different 529 plans as an effective way to save for future costs of higher education. Investments in 529 plans have reached nearly $250 billion as of mid-2015.

OnDemand Course: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn how to properly and effectively draft different types of trusts for an estate plan.Trusts can be an integral part of an effective estate plan. With the ability to control wealth, protect assets, mitigate taxes,...

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

OnDemand Course: Update and Maintenance of Wills, Trusts, and Estate Plans

Update and Maintenance of Wills, Trusts, and Estate Plans

Gain an understanding of the proper updates and documentation to maintain wills, trusts, and estate plans.Effective estate plan documents enable your client to direct the most efficient transfer of assets after their...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

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: Marshalling Assets in Estate Planning

Marshalling Assets in Estate Planning

Learn to properly oversee the administration of a trust or estate while marshalling and distributing assets.Learn how to best avoid liability and properly oversee the administration of an estate or trust.

Available as OnDemand Course, MP3 Download

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

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