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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,...

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

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

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 Considerations for Dual Residents

Estate Planning Considerations for Dual Residents

Gain an understanding on the key concepts you should be considering when estate planning for a dual resident client including tax issues and will options.

Available as OnDemand Course, MP3 Download

OnDemand Course Credit
    • AK CLE - 1.5
    • AL CLE - 1.4
    • AR CLE - 1.5
    • AZ CLE - 1.5
    • CA CLE - 1.5
    • CT CLE - 1
    • HI CLE - 1.25
    • IL CLE - 1.25
    • ME CLE - 1
    • ND CLE - 1.5
    • NH CLE - 1.4
    • NJ CLE - 1.8
    • NY CLE - 1.5 including Areas of Professional Practice 1.5
    • PA CLE - 1
    • RI CLE - 1.5
    • VT CLE - 1.5
    • WA CLE - 1.5
    • WI CLE - 1.5
    • WV CLE - 1.8
    MP3 Download Credit
      • AZ CLE - 1.5
      • CA CLE - 1.5
      • CT CLE - 1.5
      • HI CLE - 1.5
      • ME CLE - 1.5
      • NJ CLE - 1.8
      • NY CLE - 1.5 including Areas of Professional Practice 1.5
      • VT CLE - 1.5
      • WA CLE - 1.5
      • WV CLE - 1.8
      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: Social Security Benefits: Is It Worth It to Delay?

      Social Security Benefits: Is It Worth It to Delay?

      Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

      Available as OnDemand Course, Video, Video, Video

      OnDemand Course: Social Security Benefits: Is It Worth It to Delay?

      Social Security Benefits: Is It Worth It to Delay?

      Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers' greatest...

      OnDemand Course: Effectively Handling Beneficiary Designations

      Effectively Handling Beneficiary Designations

      Understand challenging issues that can arise with the administration of beneficiary designations. The administration of beneficiary designations is an unexpectedly complex aspect of benefit plan administration.

      Bookstore: Basic Medicaid Rules

      Basic Medicaid Rules

      Basic Medicaid Rules This report will provide you with an overview of the Medicaid Program. Then dig into income considerations including asset availability, exclusions and limits, disqualifying transfers and...

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