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  • GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years

    January 12, 2021

    The tax world is likely to change (yet again!) and if so, that will have far-reaching econ.... View Webinar »
  • Post-Election Estate Planning What to Do For Clients In November and December of 2020

    November 23, 2020

    The 2020 election demonstrated that the projected Democratic sweep did not occur. Former V.... View Webinar »
  • Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election

    November 10, 2020

    Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for.... View Webinar »
  • GRATs – How To Use and Structure GRATs in Late 2020

    October 26, 2020

    Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in a.... View Webinar »
  • Estate Planning Steps to Take Now: Main EPC and American Cancer Society

    August 14, 2020

    The time is right for aggressive estate planning because if there is a shift in power in W.... View Webinar »
  • Charitable Remainder Trusts (CRTs): The Basics and Beyond

    July 29, 2020

    Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning.... View Webinar »
  • Valuations and Estate Planning: Impact of Covid

    July 1, 2020

    What are the valuation implications of the current economic environment brought about by t.... View Webinar »
  • Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts

    June 29, 2020

    Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene.... View Webinar »
  • PANEL Valuations and Estate Planning: Impact of Covid

    June 25, 2020

    What are the valuation implications of the current economic environment brought about by t.... View Webinar »
  • Estate Planning Before the 2020 Election

    June 18, 2020

    Planning before the 2020 election is critical. What should advisers be telling clients to .... View Webinar »
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