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  • Estate Tax Proposals: Clinton vs Trump 2016

    July 19, 2016

    In 2016 before the election each of the candidates proposed very different approaches to t....
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  • Estate and Financial Planning for Clients Living with Chronic Illness

    March 26, 2015

    Planning for someone diagnosed with chronic disease (Parkinson’s disease, multiple scler....
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  • Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More

    March 26, 2015

    This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
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  • New Estate Planning Opportunities for Estate Practitioners

    March 26, 2015

    This program explores a range of estate planning opportunities for estate practitioners.....
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  • Post-Mortem Planning-Post ATRA

    July 23, 2013

    Post-Mortem planning is the planning that is addressed after the taxpayer has died. There ....
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  • Advising the Pro Athlete-Estate and Financial Planning

    March 13, 2013

    Professional athletes (as well as entertainers and those with "star" power) face unique es....
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  • Aging Parents Estate, Financial and Related Planning

    February 12, 2013

    The population is aging. People are living longer. What steps can be taken to make those g....
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  • Estate and Financial Planning for Those Living with Alzheimer’s Disease

    Planning for someone diagnosed with Alzheimer's disease, or who has a loved one living wit....
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  • Highlights of Heckerling 2015

    This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
    View Webinar »
  • Annual Exclusion Gifts in the New Tax Landscape

    Annual exclusion gifts can be made to any number of people in any year. In 2017 this figur....
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