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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: 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...

Live Webinar April 14, 2021 1:00pm EST

    • AK CLE - 1.5
    • AL CLE - 1.7
    • AZ CLE - 1.5
    • CA CLE - 1.5
    • CT CLE - 1.5
    • HI CLE - 1.5
    • IL CLE - 1.5
    • ME CLE - 1.5
    • MO CLE - 1.8
    • MT CLE - 1.5
    • ND CLE - 1.75
    • NH CLE - 1.7
    • NM CLE - 1.5
    • NY CLE - 2 including Areas of Professional Practice 2
    • PA CLE - 1.5
    • RI CLE - 2
    • UT CLE - 1.5
    • VT CLE - 1.5
    • WA CLE - 1.75
    • WV CLE - 1.8
    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

      • AK CLE - 1.5
      • AL CLE - 1.7
      • AZ CLE - 1.5
      • CA CLE - 1.5
      • CT CLE - 1.5
      • HI CLE - 1.5
      • IL CLE - 1.5
      • ME CLE - 1.5
      • MO CLE - 1.8
      • MT CLE - 1.5
      • ND CLE - 1.75
      • NH CLE - 1.7
      • NM CLE - 1.5
      • NY CLE - 2 including Areas of Professional Practice 2
      • PA CLE - 1.5
      • RI CLE - 2
      • UT CLE - 1.5
      • VT CLE - 1.5
      • WA CLE - 1.75
      • WV CLE - 1.8
      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: ABLE 529A: A New Option for Disabled Americans

      ABLE 529A: A New Option for Disabled Americans

      All About ABLE: 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...

      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: 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...

      OnDemand Course: Form 706: Estate Tax Return Fundamentals

      Form 706: Estate Tax Return Fundamentals

      Get up-to-date on when and how to file a Form 706 and learn how to reduce future transfer taxes for your clients.Although the 2017 Tax Act significantly increased the estate and gift tax lifetime exemption amounts,...

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