1,013 Results for ‘post-mortem-estate-planning

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OnDemand Course: Post-Mortem Debt Collection

Post-Mortem Debt Collection

Learn to successfully prosecute the creditor's claims, avoid the minefield in probate court, and identify proper parties and heirs to negotiate with.As America's aging population has more complicated financial...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Post-Closing Obligations in Complex Real Estate Transactions

Post-Closing Obligations in Complex Real Estate Transactions

There is no doubting the adrenaline rush occasioned by the closing of a transaction, as clients and attorneys collaborate to bring a deal over the goal line.

OnDemand Course: Current Hot Topics in Sign Regulation: Balancing Planning and Legal Objectives Post-Reed v. Town of Gilbert

Current Hot Topics in Sign Regulation: Balancing Planning and Legal Objectives Post-Reed v. Town of Gilbert

Learn about current issues and complexities in sign regulation post-Reed versus Town of Gilbert. The U.S. Supreme Court's decision in Reed v. Town of Gilbert has become a bellwether for how quickly local governments...

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

CLE credit available

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: Funding Trusts in Estate Planning

Funding Trusts in Estate Planning

Ensure that your client's estate planning is complete and avoid major pitfalls down the road.Drafting a trust is only the beginning of a client's estate planning process.

Available as OnDemand Course, MP3 Download, Video, Video, Video, Video, Video

CFP, CLE credit available

OnDemand Course: 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 make...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning for a Mobile Population

Estate Planning for a Mobile Population

Contemplating moving to another state or have a client considering an interstate move, or even another country? In today's mobile society, an increasing number of people find themselves relocating, yet many do not...

OnDemand Course: Who Wants to be a Drillionaire?  Estate Planning for Oil and Gas Owners

Who Wants to be a Drillionaire? Estate Planning for Oil and Gas Owners

Learn valuable estate planning techniques to protect your client's oil and gas assets. The oil and gas boom has created millions of jobs and generated billions in bottom-line revenue, giving rise to more drillionaires...

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

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