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  • 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....
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  • 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....
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  • 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....
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  • 8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working

    October 1, 2020

    Practitioners have had to reimagine their firms with remote work environments, and soon a ....
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  • CRTs: Planning Options for Clients with Existing CRTs

    September 22, 2020

    Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
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  • Life Insurance – Practical Planning Ideas for Late 2020

    September 18, 2020

    This webinar will discuss practical life insurance planning ideas for the last part of 202....
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  • Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan

    September 14, 2020

    Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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  • 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....
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  • Charitable Remainder Trusts (CRTs): The Basics and Beyond

    July 29, 2020

    Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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  • Valuations and Estate Planning: Impact of Covid

    July 1, 2020

    What are the valuation implications of the current economic environment brought about by t....
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