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  • Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications

    January 31, 2023

    Course Description:  This webinar will discuss why all advisers should think about decan.... View Webinar »
  • Year-End Estate and Tax Planning 2022

    December 12, 2022

    2022 is quickly coming to a close and there are still valuable tax and estate planning opp.... View Webinar »
  • Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More

    September 22, 2022

    Asset protection planning remains vital for many if not most clients. For the past few yea.... View Webinar »
  • Split-Dollar Life Insurance Planning After the Levine Case

    April 5, 2022

    A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what som.... View Webinar »
  • Administration of Irrevocable Trusts: Practical Tips for Practitioners

    March 10, 2022

    How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist cli.... View Webinar »
  • Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right

    December 1, 2021

    A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127.... View Webinar »
  • Legislative Proposals and Year End Tax Planning for 2021

    November 16, 2021

    Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van.... View Webinar »
  • Deeper Dive- House Estate Tax Proposal Requires Immediate Action

    September 30, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package, .... View Webinar »
  • 2021 Tax Reform- House Ways & Means Committee Draft Legislation

    September 24, 2021

    The House Democrats are proposing a $3.5 trillion spending plan. To support that package t.... View Webinar »
  • Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute

    August 31, 2021

    This will be a fast-paced review of a wide range of practical planning ideas including: Fr.... View Webinar »
123 See All »
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