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  • Medical, End-of-Life, and Related Planning for Jewish Clients

    May 2, 2025

    This program will provide an overview of the traditional Jewish perspectives on end-of-lif....
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  • Portability: 4 Approaches Practitioners Need to Know

    April 25, 2025

    Portability is a vital part of estate administration for estates of all sizes. Even smalle....
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  • Estate Planning Forms Modernization: Increase Efficiency and Client Satisfaction

    April 22, 2025

    Using an estate planning organizer or questionnaire is ubiquitous in estate planning for a....
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  • Remote Work: Points for Practitioners to Consider

    April 11, 2025

    Remote work is incredibly common. An ABA survey found that 87% of firms allows lawyers to ....
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  • Estate Planning Software for Your Toolkit

    April 4, 2025

    Estate planners need to regularly review new software products and services to determine h....
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  • Outlook for Estate Planning Professionals: Practical Tips and Demo

    March 28, 2025

    Estate planners are always seeking to be more efficient and to provide better service to t....
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  • Cybersecurity: What Estate Planners Should Tell Clients

    March 23, 2025

    While professional advisers are all aware of the importance of cybersecurity and related p....
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  • Estate Tax Repeal, Is it Real? How May It Affect Planning Now And In The Future?

    March 13, 2025

    Republicans in Congress have proposed the repeal of the federal estate tax and they may ha....
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  • Estate Income Tax Elections

    March 10, 2025

    This webinar will cover some often-overlooked elections, deductions and planning ideas ava....
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  • Heckerling Review 2025

    February 4, 2025

    The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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