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  • Estate Planning Basics for Consumers (Not Subject to Estate Tax)

    July 18, 2017

    This is a CONSUMER level course on basic estate planning. This course will help define wha.... View Webinar »
  • Technology, Ethics and Estate Planning Practice Management

    June 21, 2017

    Jonathan Blattmachr and Peter Fidler will co-present this discussion of how estate planner.... View Webinar »
  • Trusts: Planning and Drafting for Divorce

    June 15, 2017

    Trusts are one of the most powerful tools for planning to minimize the risk to assets in a.... View Webinar »
  • When a Client Loses a Spouse/Partner

    May 11, 2017

    Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-t.... View Webinar »
  • Pre and Post-Nuptial Clauses to Address Trust Issues

    March 6, 2017

    Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial p.... View Webinar »
  • Asset Protection Planning Continuum Basics for Estate Planning Professionals

    February 21, 2017

    Asset protection planning is appropriate for every client, not only the wealthy surgeon or.... View Webinar »
  • Collaboration of the Estate and Financial Planning Team

    February 7, 2017

    Collaboration between the members of the estate and financial planning team will provide b.... View Webinar »
  • Estate Tax Repeal Is Not a Temporary or Permanent Certainty – How to Plan Now

    December 12, 2016

    President-elect Trump has proposed repealing the estate and gift tax. The Republicans cont.... View Webinar »
  • Trump May Repeal Estate Tax: How to Plan (or Not) 2016

    November 10, 2016

    President Trump has proposed a repeal of the estate tax, and the possible enactment of a c.... View Webinar »
  • 2704 Regs: GRAT Planning before the End of 2016-Practical Considerations

    September 1, 2016

    In late 2016 proposed regulations might have greatly reduced valuation discounts, one of t.... View Webinar »
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