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  • Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year

    April 22, 2021

    How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr.... View Webinar »
  • Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look

    April 6, 2021

    Democratic Estate Tax Proposals could dramatically alter estate and related planning. Clie.... View Webinar »
  • Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

    April 1, 2021

    Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, veh.... View Webinar »
  • 2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth

    February 25, 2021

    We’ve now had some time to reflect on the results of the GA runoff election and see the .... View Webinar »
  • 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 »
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