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  • Fiduciary Accounting: What You Need to Know

    February 22, 2023

    Acting as a fiduciary (trustee, executor, etc.) isn’t easy. A fiduciary owes many duties.... View Webinar »
  • Addictions and Impaired Clients: Estate and Related Planning Considerations

    July 15, 2021

    Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol.... 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 »
  • 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 for the Muslim Client

    October 23, 2019

    This webinar will provide a practical survey of the many areas of estate and related plann.... View Webinar »
  • INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States

    November 15, 2018

    Speakers:  William Lipkind, Esq., Martin Shenkman, Esq. and Jonathan Blattmachr, Esq. .... View Webinar »
  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas Part 2

    January 8, 2018

    Course Description: This is the second webinar discussing the Tax Cuts and Jobs Act, which.... View Webinar »
  • Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

    December 28, 2017

    Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and .... View Webinar »
  • Trust Owned Life Insurance (TOLI)

    November 17, 2017

    Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f.... View Webinar »
  • Post-Divorce Planning: Practical Steps for Practitioners

    September 21, 2017

    Course Description: Following the conclusion of a divorce, even in the best of circumstanc.... View Webinar »
12 See All »
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