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Live Webinar: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client’s eligibility for Medicaid programs. This topic will help you discuss and explain Medicaid eligibility and Medicaid planning strategies...

Live Webinar November 30, 2021 1:00pm EST

CLE, CPE credit available

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: 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: 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: 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, Video, Video

CLE, CPE credit available

OnDemand Course: Estate Planning Insurance Strategy for Life Insurance Settlements

Estate Planning Insurance Strategy for Life Insurance Settlements

Learn valuable strategies for life insurance settlements and how you can help your clients get maximum value for a life insurance policy.Many wealth advisors, though they have heard of life settlements, have no...

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, 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: Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

Portability - The Game Changer - Is it a Panacea, Placebo or Pariah?

For the past 30 years, planners have been using traditional estate planning trusts to minimize the impact of estate taxes for married couples who will have taxable estates.

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