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  • Estate Planning Opportunities under the Tax Cuts and Jobs Act

    March 27, 2018

    Course Description: Estate planning after the Tax Cut and Jobs Act of 2017 has been transf....
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  • Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

    March 27, 2018

    Course Description: The Supreme Court of Alaska just held that Alaska could not require t....
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  • Estate Planning and Charitable Giving after TCJA

    March 15, 2018

    Course Description: Charitable giving will be hit hard by the new tax law. Estimates are ....
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  • 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....
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  • 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 ....
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  • Trust Owned Life Insurance (TOLI)

    November 17, 2017

    Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f....
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  • Financial and Estate Planning for the Parkinson’s Community

    September 21, 2017

    Course Description: This is a practical consumer level webinar co-hosted with the Michael ....
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  • Post-Divorce Planning: Practical Steps for Practitioners

    September 21, 2017

    Course Description: Following the conclusion of a divorce, even in the best of circumstanc....
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  • Recent Developments with Practical Estate Planning Implications to Advisers

    August 25, 2017

    Course Description: The estate planning world is focused on the uncertainty of repeal (or ....
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  • Spousal Lifetime Access Trusts (SLATs) – Key Planning Tool

    August 2, 2017

    Course Description: SLAT planning can provide tremendous planning benefits for many marrie....
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