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OnDemand Course: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

OnDemand Course: For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

For Richer or For Poorer: Dodging Pitfalls with Non-Traditional Estate Planning Clients

Learn how to handle the estate planning needs of same-sex and non-married couples with ease. Recent changes regarding the recognition of same-sex couples, competing state and federal laws, along with the ever changing...

OnDemand Course: Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Gain an understanding on how to include benefits in an estate plan.Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and unintended...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Guardianship and Conservatorship: Essentials of and What to Avoid

Guardianship and Conservatorship: Essentials of and What to Avoid

Gain a better understanding of the how to represent clients in a guardianship or conservatorship matter. Many practitioners are not familiar with the probate court and do not know how to effectively represent their...

OnDemand Course: First Dad Died and Now Mom: Second Death Estate Planning and Administration

First Dad Died and Now Mom: Second Death Estate Planning and Administration

For most married couples, on the first death, the most important estate planning goals are: to maintain the financial security and lifestyle of the surviving spouse; to avoid the payment of any transfer or additional...

OnDemand Course: Required Minimum Distributions After the SECURE Act and the CARES Act

Required Minimum Distributions After the SECURE Act and the CARES Act

Gain an understanding of the new RMD rules due to the SECURE Act.For decades the rules requiring minimum distributions from retirement plans and IRAs were largely unchanged.

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