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OnDemand Course: Overview of Working with Surviving Spouse

Overview of Working with Surviving Spouse

Having a realistic and personalized plan for a surviving spouse is crucial when it comes to advising them on their estate and assets after the death occurs.

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

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: 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: Issues and Complexities With Income Splitting

Issues and Complexities With Income Splitting

Understanding the complexities with income splitting can help you make an informed decision and do what makes sense for you and your family. The focus now is on income tax.

OnDemand Course: The Carryover Basis Election for 2010 Decedents

The Carryover Basis Election for 2010 Decedents

2010 was the most complex year in the history of the estate tax to administer an estate. The 2001 Tax Act, EGTRRA enacted IRC Section 2210, which made the estate tax inapplicable to 2010 estates, and the GST tax...

OnDemand Course: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...

OnDemand Course: Estate Planning Considerations in a Changing Economy

Estate Planning Considerations in a Changing Economy

Understand how to recognize the change in your client's estate plans within the evolving economy.Many people have not reviewed their estate plan or business succession plan in many years and have not made changes in...

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found...

Available as OnDemand Course, MP3 Download

OnDemand Course: Estate and Trust Administration Disputes

Estate and Trust Administration Disputes

Gain an understanding of estate and trust administration disputes and methods to resolve them.Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to...

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