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Free Webinar: NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust

March 26th, 2024

Date and Time: Thursday, April 4, 2024 4:00-5:30pm EST    Register Here   Course Description: Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable and estate planning […]

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Free Webinar: Overview of Charitable Giving Techniques

February 27th, 2024

Date and Time: Thursday March 14, 2024 4-5pm EST  Register Here Course Description: Charitable giving is a vital component of many estate, tax, financial and related plans. This webinar will […]

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Free Webinar: Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues

February 21st, 2024

Date and Time: Thursday February 29, 2024 4pm-5pm EST  Register Here   Course Description: How many clients do you have living with chronic illness or neurological conditions? How many colleagues […]

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Free Webinar: Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines

May 6th, 2022

Date and Time: May 10th, 2022 4:00 pm ET Register Here   Course Description: Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate […]

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